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
Let A Family Be a Family