My Experience

With more than 25 years of strategic business and financial planning experience, I can help you craft practical investment strategies that define financial objectives, focus on goals, and manage risk.

I started my career at the CPA accounting firm of Grant Thornton.  There, I created estate and tax planning solutions for individuals and their families, as well as crafting financial strategies for small to medium sized companies to help implement sustainable organizational growth.  

In addition to helping individuals and their families manage their finances, I am active with several professional associations, and advise many local start-ups, established corporations, and philanthropic organizations:

  • Element 5 Architecture
  • FG Squared Multimedia
  • Yoga-Yoga
  • Red Cheetah Software
  • Family Eldercare
  • Lance Armstrong Foundation
  • Austin Community Foundation
  • Green Canary Sustainability Project
  • SafePlace
  • El Buen Samaritano Episcopal Mission