Financial Planning is ripe for a revolution. I lead teams to achieve optimal outcomes for clients and communities.➡️ As a Financial subject matter expert and CFP®, I have served thousands of consumer and commercial clients in lending, banking, retirement, and wealth management. Uniquely, I have also studied and prototyped Financial Planning software, providing deeper insights into planning methodologies and stochastic optimization.➡️ As the Managing Consultant of Predictive Money for Startups, an on-demand CFO service fueling growth for early- and mid-stage startup companies, I help innovative founders set a clear financial path and product roadmap for investment and growth. ➡️ As COO of AgingOptions, a company revolutionizing retirement planning online, I built and launched a multi-platform product suite - by defining a focused product roadmap and recruiting world-class talent across the globe. I raised over $1.5MM in capital from equity and debt investors and led the company to break-through early growth.➡️ As AVP at Wells Fargo, I led multiple teams in Wealth Management and Banking to serve a vastly diverse clientele, from homeless to multi-billionaires. I innovated customer experience approaches that were adopted nationwide. When not working, I love widening my family’s horizons through travel - most recently to Panama… and planning trips to Germany and new states across the US. Wherever we are, we love playing together and making up new games - the latest is “Among Us in Real Life” involving secret winking and plenty of Game Theory ;)