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About Us
My
Story
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.
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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.
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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.
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It is a good day when I can;
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Help a family go from fear to control of their personal finances.
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Steer a nonprofit through external challenges and/or leadership changes.
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Help a new business set up efficient and effective processes.
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Identify the strategic path forward for established and new businesses.
Services
As a finance consultant with expertise in strategy, program management, and business operations, I help businesses like yours anticipate risks, optimize cash flow, and build resilience against market volatility. Whether you need to streamline processes, strengthen financial forecasting, or adjust your business model for long-term sustainability, I provide practical, data-driven solutions that drive stability and growth.
New Business Setup
​Launch Your Business the Right Way
Efficient, Resilient, and Built for Growth
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Business Structure & Financial Setup – Choose the right entity, set up accounting systems, and create financial projections.
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Strategic Planning – Develop a roadmap for growth, including risk assessment and market positioning.
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Operational Framework – Streamline workflows, optimize processes, and implement automation where needed.
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Cash Flow & Budgeting – Establish a strong financial foundation to support early-stage growth.​​
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Total Investment Starting at $3,000
Annual Business Budget
​Plan for Profitability & Growth
Strategic, Data-driven Budgets that Align Financial Goals with Operational Needs
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Revenue & Expense Forecasting – Project income and costs to optimize profitability.
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Cash Flow Planning – Ensure liquidity for daily operations and unexpected challenges.
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Cost Optimization – Identify inefficiencies and streamline spending.
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Scenario Planning – Model "what-if" scenarios to prepare for market shifts.
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Performance Tracking – Set KPIs to monitor financial health throughout the year.
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Total Investment Starting at $2,000
Strategic Planning
Navigate Complexity with Confidence​
Make Sense of Complexity, Identify Opportunities, & Build Adaptive Strategies that Drive Growth & Resilience
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Sensemaking & Market Analysis – Use real-world narratives to uncover hidden risks and emerging trends.
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Cynefin Framework Application – Identify whether challenges are simple, complicated, complex, or chaotic, and apply the right decision-making approach.
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Scenario & Risk Planning – Prepare for multiple futures with flexible, actionable strategies.
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Operational Alignment – Ensure financial, operational, and strategic goals work together for long-term success.
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Continuous Adaptation – Build feedback loops for ongoing learning and agility.
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Total Investment Starting at $4,000
