We provide investment planning that’s in our clients’ best interests, as well as financial planning across the many decisions clients make throughout their lives. Our primary value is the depth and breadth of our Investment Advisors’ experiences, specifically managing individual and family assets.

An independent consultant supporting nonprofits and small organizations to enable them to do great work. My approach to consulting is to bring optimistic, human-center solutions to hardworking organizations. I love to provide constructive support and creative connections that help organizations solve their own problems.

Joule Growth Partners provides high-quality, right-sized financial and operational leadership and consulting to small, growing, and thriving organizations.

Kinetic West is a social impact consulting firm that works with non-profits, businesses, government, community partners, and funders to solve their toughest challenges because we believe that working as one is the only way to create just, equitable, and prosperous communities.

CRPE’s research and policy analysis is focused on the complex systemic challenges affecting public education. We develop, test, and support evidence-based solutions to create new possibilities for the parents, educators, and public officials who strive to improve America's schools. We believe that every child deserves a school with: Rich and clear objectives for students; leaders who select and develop effective teachers; staff and leadership united to do whatever it takes; targeted and efficient use of time, money, and talent; sense of responsibility to parents and the public.

• Managed Portfolio Network, consisting of 45+ cities (Superintendents, Cabinet Member, School Board Members, and Mayoral Offices) • Project Manager and Lead for annual 5-day network conference of 150 city leaders. Including all logistics and development of agenda• Coordinated 90 annual call with city leaders on progress of the Portfolio Strategy in their District The portfolio strategy is a problem-solving framework through which education and civic leaders develop a citywide system of high-quality, diverse, autonomous public schools. It moves past the one-size-fits-all approach to education. It puts educators directly in charge of their schools, empowers parents to choose the right schools for their children, and focuses school system leaders on overseeing school success.CRPE’s portfolio work creates impact through the Portfolio Network, a growing number of cities that are pursuing the portfolio strategy or are interested in learning how to get started. The Network is made up of 35 cities, representing over 4 million students. CRPE assesses a number of cities on equity, access, and outcomes in our Citywide Education Progress Reports. These reports measure city progress and allow for comparisons of outcomes and reforms between cities.

Packing, Production, and Branding: Under One Roof• Developed structured solutions to all pieces of CEO’s professional and personal life • Lead and coordinated opening of new Seattle officeCRP believes compelling design is only as good as its execution, which is why they specialize in both. As leaders in retail packaging design and production for nearly 40 years, CRP connects the dots between strategy, customer experience, and operational effectiveness. By uniquely combining a branding and design studio with their tailored production and logistical services, CRP delivers end-to-end service that results in impactful solutions.

• Provided support and assistance to the Coordinator and Trustees• Database development and updates of volunteer and athletes’ information, grants and another organizations• Successful worked on outreach to expand the volunteer community to over 500 volunteers• Coached and organized weekly sports program for children with disabilities

• TEFL (Teaching English as a Foreign Language) at high school and kindergarten levels• Taught 10th-12th English at Petru Poni Technical High School • Elected as one of 2 Peer Support Committee Members to provide support to Peace Corps Volunteers in times of personal crisis due to emotional, cultural or work-related stress• Aided in training and mentoring new volunteers • Volunteer work at local orphanage, Casa Alexandra, establishing a volunteer program between Petru Poni High School and Casa Alexandra