St George, Utah, United States
With more than 18 years of experience in finance and operations, I have built and led businesses, managed compliance frameworks, and delivered financial strategies that drive growth. As the founder of a $25M AUM firm, I directed all budgeting, forecasting, and operational planning, while implementing automation tools that cut costs and improved reporting accuracy. Known for simplifying complex financial data into actionable insights, I thrive in roles that bridge financial strategy with operational execution. My expertise includes FP&A, compliance, risk oversight, and process optimization. I am passionate about helping organizations achieve transparency, efficiency, and long-term success.
Officiate high school athletics: Basketball, Volleyball, and Water Polo.
Founded and scaled an independent financial firm to $25M AUM, overseeing strategic planning, compliance, and operations. Directed treasury management, forecasting, budgeting, and vendor relations. Implemented SaaS-based automation that reduced operational overhead by 30%. Developed compliance policies, prepared for audits, and ensured regulatory alignment. Presented performance insights and strategic recommendations to stakeholders.
Built a $15M book of business from the ground up through client service and strategic planning. Guided clients through 401(k) rollovers, IRA transfers, and long-term retirement planning. Trained and mentored branch employees on identifying referrals and supporting client needs. Recognized for delivering clear, approachable financial advice and earning client loyalty.
Specialized in financial planning, delivering seminars and converting attendees into long-term clients. Managed client acquisition through Ameriprise’s sales seminar system, ensuring consistent follow-up and service. Conducted client meetings, clarified complex strategies, and built strong relationships.