About Us

I was born and raised in the greater Portland Area. Growing up I excelled in areas of applied mathematics and organization and took to heart the lessons on stewardship of person, finances, & environment that I received.

​

This foundation led me to complete a Bachelor's in Accounting and a Master's in International Management at Portland State University that I leveraged into a 16+ year career supporting Financial Planning & Analysis (FPNA), Supply Chain, Sales & Marketing, Negotiations, Federal Contracts, Process Creation, Implementation, & Improvement, and Program Management. It is this pool of knowledge and experience that I apply across my Personal Finance Clients, Nonprofits, and new or growing Businesses.

​

During this time I married my high school sweetheart, we had our son, and enjoy going to the Farmer's Market, Comic Cons, and other local events.

​

It is a good day when I can;

• Help a family go from fear to control of their personal finances.

• Steer a nonprofit through external challenges and/or leadership changes.

• Help a new business set up efficient and effective processes.

• Identify the strategic path forward for established and new businesses.