SVP, Head of Strategy and Innovation | CFA® charterholder
I enjoy the space where analysis meets creativity. Strategy should be equal parts structure and imagination, grounded in a sense of purpose. The real work is connecting a deep understanding of markets, systems, and people to create ideas that actually move things forward. I’ve learned that technology amplifies judgment, not replaces it. My favorite work is when a good idea clicks into place and suddenly everyone sees what’s possible - and why it matters.
I’m driven by the challenge of turning complex problems into clear paths forward. Building sustainable advantages takes patience, curiosity, and teams that think deeply together. I’m drawn to work that bridges finance and technology, where new tools unlock better decisions and meaningful outcomes. Long-term thinking in a short-term world keeps me motivated; creating momentum that lasts is what matters most.
My career has always centered on connecting strategy, markets, and technology. I’ve worked across balance sheet strategy, sales, corporate finance, consulting, and investment portfolio management, leading teams that bridge analysis and execution. I’ve had a front-row seat to how ideas become systems and systems become results. Whether developing financial models or building an iOS app, I’m happiest when I’m creating something useful and lasting.
Building products that bridge finance and technology, making complex concepts accessible and useful.
Professional-grade bond calculations
iOS application providing sophisticated fixed income analytics in an intuitive interface. Designed for finance professionals and investors who need accurate bond calculations without complex spreadsheets. Learn more →
Smart salary tracking & financial planning
Organize and treasure your art collection with professional tools. Perfect for families documenting their children's creativity and serious collectors alike. Learn more →
Sharing knowledge through teaching and education, helping professionals develop strategic thinking and practical skills.
Federal Home Loan Bank of Topeka
Huron Consulting Group
Kansas City, MO
2016 – 2017
H&R Block
Kansas City, MO
2014 – 2016
Stifel Financial
New York, NY / Kansas City, MO
2009 – 2014
Corporate strategy development · Business architecture · Strategic planning & execution · Portfolio management · Innovation program development · Change management · Problem-solving · Leadership · Judgement · Results-oriented
Investment management · Balance sheet strategy · Fixed income capital markets · Securitized product trading · Mortgage-backed securities · Cash flow analysis · Capital management · Interest rate derivatives · Institutional sales · Corporate finance · Asset-liability management · Bank balance sheet analysis · Forecasting · Interest rate risk
Bloomberg Terminal · PolyPaths · PowerBI · Python · Swift programming · Microsoft Office · Visual Basic · iOS application development · Data visualization · Financial modeling
Communicating · Understanding · Continual learning · Educating others · Technology adoption · Corporate strategy · Quantitative analysis · Risk management
Chartered Financial Analyst (CFA®) · Published iOS developer · Strategic planning expertise · Financial services domain expert · BSBA Finance & Accounting (K-State)
Trustee & Treasurer
Jan 2020 – Present
Northeast Kansas
Board leadership supporting individuals with intellectual and developmental disabilities throughout Northeast Kansas.
Executive Mentor
Nov 2015 – Present
Manhattan, KS
Mentor Kansas State business students on career readiness, leadership, and practical applications of finance.
Advisory Board Member
May 2013 – Present
Manhattan, KS
Partner with faculty and fellow alumni to shape the finance curriculum and support strategic initiatives.
CFA Institute
August 2021
Professional designation for investment analysis and portfolio management
Finance & Accounting
Kansas State University
2005 – 2009
Manhattan, KS
Delta Sigma Phi · College of Business Ambassador · Student Finance Association · Student Government Association: Judicial Branch
Interested in discussing strategy, innovation, or building great products? I'm always open to meaningful conversations about finance, technology, and the future of banking.
