I’m interested in how companies work — and in aggregating the data, building the models, and telling the stories that make decisions a little clearer for the people leading them.
Experience across wealth management, real estate private equity, and middle-market M&A. Joining Deloitte’s Finance Strategy Consulting practice in 2026.
Introduction
Since 2021 I’ve been an analyst at a wealth management and tax practice in Austin, building models, dashboards, and research our advisors rely on. Along the way, I’ve also spent time in real estate private equity, middle market M&A investment banking, equity research, and building a business of my own.
I most enjoy sitting with a complicated process, learning how it works, and leaving it clearer and more efficient than I found it. That’s how I add value.
Selected work
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2026
A Mac-native Office add-in suite for finance and consulting teams — the application audits formulas, flags spreadsheet risk, maps how your workbooks flow from sheet-to-sheet, and carries firm formatting standards through to your PowerPoint decks, without ever leaving the workbook.
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2023
A live Power BI view of firm assets and production — built so partners and advisors can share one current picture of how the firm is doing.
Learn moreAreas of focus
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Helping finance teams see the choices in front of them clearly — vision, operating model, process, and technology — without losing sight of the people who have to live with the result.
About me02
Setting up the tools teams actually run on — Salesforce, HubSpot, Asana, Slack, and the quiet automation that keeps the day from getting stuck.
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Turning raw systems into something someone can trust — SQL, Power BI, Tableau, and dashboards that put clear evidence where it’s needed.
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