About
I’m an analyst who likes understanding how a business actually runs — and then helping make the day-to-day work a little clearer and a little easier for the people doing it.
I grew up around Austin. In 2021, while still in school, I joined a wealth management and tax firm and started building the models, dashboards, and research our advisors use. Since then I’ve worked in equity research, real estate private equity, and middle-market M&A. In 2026 I’m joining Deloitte’s Finance Strategy practice.
I care about being useful, doing careful work, and treating people well along the way.
Experience
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Oct 2026
Deloitte
Finance Strategy Consulting
Joining the Finance Strategy Consulting practice.
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Sept 2021 – Present
The Fox Alliance Wealth Advisors
Analyst
Models, dashboards, and research for advisors — including a trading model used across hundreds of client accounts, a live AUM and production dashboard, and the firm’s investment proposal tool.
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Aug 2025 – Dec 2025
SellSide Group
Investment Banking Intern
Supported live sell-side mandates — diligence, model updates, CIMs, and buyer research.
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May 2025 – Aug 2025
Capital Commercial Investments
Real Estate Private Equity Summer Analyst
Underwrote office acquisitions, researched submarkets, and helped prepare investor reporting at a firm managing more than $2.2B.
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Aug 2024 – Dec 2024
Westlake Securities
Equity Research Analyst
Wrote investment research on energy and industrials equities for a boutique middle-market bank.
Outside of work
When I’m not working, I like learning about securities law, listening to the Money Stuff podcast, playing basketball, and running long distances. I’m inspired by those who hustle.
Background
- Education
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B.S. Economics, The University of Texas at Austin, 2026
Minor in Finance · Certificate in Programming and Computation (Computer Science) - Licenses
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Series 7 and Series 66, LPL Financial
FINRA BrokerCheck (opens in a new tab) - Certificate
- Google Data Analytics Professional Certificate, 2023