Work

Selected work

Work from wealth management, real estate private equity, M&A, and a handful of things I built because they didn’t exist yet.

2026 Personal

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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Mac-Cel

2026 Personal

An iOS app that tells you exactly when to leave for your next calendar event — accounting for real traffic, your travel mode, and how your day connects — so you're never late and never leave stupidly early.

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LeaveNow

2026 Professional

$1.4B+ AUM in pipeline

A Tableau dashboard that tracks every advisor book of business The Fox Alliance is acquiring — connected live to Box, so the pipeline reflects where each deal actually stands, not last week's export.

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Acquisitions Pipeline Dashboard

2025 Case Competition

1st place $3,000 prize

A first-place multifamily recommendation for Austin and Denver opportunities — built with a team that cared about getting the thesis right.

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Forty Acres Capital — Real Estate Case Competition

2024 Personal

An econometrics paper on how equity-market volatility relates to precious metals futures — written because I wanted a careful answer, not a casual take.

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VIX and Precious Metals Futures

2024 Professional

80% Faster proposals

An Excel and VBA model that turns advisor inputs into clear client investment proposals — built so every meeting starts with something polished and ready to share.

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Investment Proposal Model

2023 Professional

224K+ Rows compiled

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.

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Firm AUM and Production Dashboard

2023 Personal

A web development studio that rebuilds outdated websites for accounting and law firms — sites fast and clear enough to match the trust clients already place in the firm.

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ArdentOperations

2022 Professional

30 firms 7 TX territories

A patient look at how 30 firms across 7 Texas territories handle first contact — turned into recommendations partners could act on.

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Lead Conversion Research