Why Choose Me

Education

BS/MS Mechanical Engineering
MBA
Coursework CFP

Experience

Engineer (15 Yrs)

  • Analysis
  • Testing
  • Design
  • Critical Thinking
  • U.S. DoD Clearance

Senior Manager (10 Yrs)

  • Project Management
  • Line Management
  • Systems Integration
  • U.S. DoD Clearances
  • Aerospace & Defense

Family Caregiver (5 Yrs)

  • Daily Money Management
  • Document Organization
  • “Life” Project Management

Systematic Approach

Assess Needs

  • Collect Sources of Income 
  • Collect Sources of Expenses
  • Define Needs & Constraints
  • Assessment of Current State
  • Create Financial Summaries
  • Share With Client

Create Plan

  • Define Workflow and Tasks
  • Identify Assumptions
  • Identify Risks
  • Create Project Metrics
  • Share Your With Financial Network as Needed
  • Share With Client

Execute Plan

  • Implement Workflow
  • Review Project Metrics
  • Monitor Life Changes
  • Update Plan as Needed
  • Communication With Client

Memberships

Priorities

Remove The Stress of Daily Money Management to Prioritize Your Quality of Life
Manage The Back End Daily Finances of Your Life So You Can Live The Front End
Let A Family Be a Family