- Provide over 50 one on one financial counseling to service members each month- Deliver approximately 20 financial briefs a month - Coordinate military financial benefits with civilian earnings and investments Specialties include:- Contrasting the mathematical computation of the High 3 pension plan against the BRS - Gold Star Family benefits. Knowledge of complexities that arise with Death Gratuity Benefits, SGLI, and SBP along with their association with the 2008 HEART Act- Multi status retirement planning for member serving in a variation of (Active Duty, AGR/FTS, Federal Technical, Title 10 orders, Traditional Guardsman/Reserve, and Retired Reserve)- Utilizing military service time (For any non-regular retirement member) towards federal retirement credit- Evaluating pros and cons of the different varieties of FERS Federal Retirement options (Not a CSRS expert)- Strong understanding of VA Disability Benefits (Including CRSC and CRDP mechanics) for separated, retired, and "Gray Area" members- Combat Zone Tax Exclusion planning including IRC 402(g) and 415(c) considerations. Especially for guard/reserve members balancing military compensation with civilian compensation in same calendar year- Military Pilots. Balancing military benefits with the financial considerations of a major airline career- Military Divorce. USFSPA legislation for current service members and state based legislation for veterans and retireesJanuary 2014- June 2016-Served in a part-time on-demand statusJuly 2016 - August 2016: Peoria, IL NOSC - Piloted the rollout of the Blended Retirement System (BRS)August 2016 - Present: St. Louis NOSC- Transferred to St. Louis to continue serving Missouri and St. Louis Metro East installations

Scaling Independence is a fee-only financial planning firm. Scaling Independence, LLC was a Registered Investment Advisory firm (RIA) registered in the state of Missouri. No longer in operation.

Spry Analytics, LLC designed an algorithm to exploit inefficiencies in the tax code by controlling a retirees taxable income; therefore increasing the duration and legacy value of a retiree's financial assets. The proprietary algorithm details which account type (Pre-Tax, Tax-Free, or Taxable) a retiree should withdraw funds from in a given year over the course of their 20+ year retirement. The algorithm formulates the optimal withdrawal pattern in conjunction with defined income streams (Social Security, pension, or annuity) for each unique retiree. My specific focus is the design of the constraints, assumptions, functionality, and end user experience of our application.

- A client facing specialist that provided comprehensive financial planning for Commerce Trust's high net worth and ultra high net worth family office clients- Aided Commerce bankers, trust administrators, portfolio managers, and Family Office with financial planning analytics and solutions - Built personal finance models focusing on cash flow management and tax mitigation strategies - Technical knowledge of 409(a) regulations including “top hat” nonqualified plans, deferred compensation programs, and equity compensation structures for C-level executives - Experienced with the multitude of issues surrounding S corps, partnerships, and real estate- Discussed sophisticated estate and gift planning techniques

- Prepared individual and trust income tax returns

- Handled upwards of 50 daily inbound phone calls from clients, CPAs, attorneys, and brokers- Counseled clients on how to interpret IRS publications and forms- Researched tax consequences of complex investment vehicles and atypical tax situations for financial advisors- Specialized in small business retirement plan tactics - Assisted in the taxability of publicly traded partnerships, options, warrants, UITs, REMICs, and REITs

- Advised Stifel brokers on implementing IRA and qualified plan strategies

- Launched and Produced the Market Watch segment for the live daily evening news broadcast

- Hosted a live four minute market recap and business news segment