Bonds Simplified
Institutional-grade fixed income analytics
Yield, duration, MBS analysis, and scenario modeling for finance—precision without living in spreadsheets.
Strategic leader at the intersection of finance, technology, and innovation, driving transformation through data-driven insights and product development.
SVP, Head of Strategy and Innovation | CFA® charterholder
About
Philosophy
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.
Motivators
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.
Background
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.
Hobbies, Projects, & Ventures
Side projects that blend some past interests with things built for myself, hopefully enjoyed by others.
Salette
Smart art collection management
Cataloging, provenance, documents, and iCloud sync across devices—built for collectors and families managing serious collections.
Throughline
A focused reading experience for serious readers
RSVP-style reading with jog-wheel navigation, Watch + Digital Crown, on-device summaries, Share Extension, and Siri Shortcuts.
Sharing knowledge through teaching and education, helping professionals develop strategic thinking and practical skills.
- Teaching advanced ALM strategies, liquidity measurement and management, and capital metrics and performance
- Third-year elective course in Financial Management & Strategy competency
- Integrating corporate governance and planning with balance sheet, income statement, liquidity, and capital management
- Working through sample exercises and table-top examples to improve strategic thinking on interrelated factors
- Focusing on frameworks for linking financial statements with ALM, liquidity, and capital decisions
- Coordinating governance and leadership engagement to align strategic goals with financial management
Experience
SVP, Head of Strategy and Innovation
Federal Home Loan Bank of Topeka
- Lead corporate strategy, strategic planning, business architecture, and corporate portfolio management
- Build and direct new innovation team for long-term organizational success
- Adopt modern analytics and technology to streamline reporting and accelerate decision-making
- Lead DEIB initiatives and internal education programs across the organization
FVP, Director of Investments & Balance Sheet Strategy
Federal Home Loan Bank of Topeka
Topeka, KS
2017 – 2024
- Managed composition, risk, and capital of $75 billion asset balance sheet
- Managed $20+ billion in long- and short-term investment portfolio
- Co-Chair of Asset Liability Committee (ALCO) and contributor to board committees
- Career progression: AVP (2017) → VP (2019) → FVP (2021)
ES&A Consultant
Huron Consulting Group
Kansas City, MO
2016 – 2017
- Implemented on-premise and cloud planning systems
- Organized client financial and statistical data
- Helped clients move from spreadsheets to modern planning systems
- Projects included design, documentation, implementation, and training
- Developed reporting strategies for improved decision making
Lead Financial Analyst
H&R Block
Kansas City, MO
2014 – 2016
- Built and maintained capital structure model for $8+ billion in restructuring transactions
- Applied past learnings to corporate fp&a and treasury teams to help accelerate capabilities
- Business lead on two finance software implementations, Hyperion Planning and Strategy Finance
- Developed driver-based planning models across multiple areas
Vice President
Stifel Financial
New York, NY / Kansas City, MO
2009 – 2014
- Senior member of seven-person strategy team supporting fixed income sales and trading
- Developed proprietary analytics for portfolio management and balance sheet strategies
- Supported investment banking on M&A, capital raising, and post-acquisition restructuring
- Recipient of Joseph J. Berry Award for firm-wide impact and influence
- Authored strategy pieces shared with over 600 clients
Skills & Expertise
Strategic Leadership
Corporate strategy development · Business architecture · Strategic planning & execution · Portfolio management · Innovation program development · Change management · Problem-solving · Leadership · Judgement · Results-oriented
Financial Expertise
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
Technical Skills
Bloomberg Terminal · PolyPaths · PowerBI · Python · Swift programming · Microsoft Office · Visual Basic · iOS application development · Data visualization · Financial modeling
Core Competencies
Communicating · Understanding · Continual learning · Educating others · Technology adoption · Corporate strategy · Quantitative analysis · Risk management
Professional Credentials
Chartered Financial Analyst (CFA®) · Published iOS developer · Strategic planning expertise · Financial services domain expert · BSBA Finance & Accounting (K-State)
Community Involvement
TARC Foundation
Trustee & Treasurer
Jan 2020 – Present
Northeast Kansas
Board leadership supporting individuals with intellectual and developmental disabilities throughout Northeast Kansas.
K-State College of Business Executive Mentor Program
Executive Mentor
Nov 2015 – Present
Manhattan, KS
Mentor Kansas State business students on career readiness, leadership, and practical applications of finance.
K-State College of Business Finance Advisory Board
Advisory Board Member
May 2013 – Present
Manhattan, KS
Partner with faculty and fellow alumni to shape the finance curriculum and support strategic initiatives.
Credentials & Education
Chartered Financial Analyst (CFA®)
CFA Institute
August 2021
Professional designation for investment analysis and portfolio management
Bachelor of Science in Business Administration
Finance & Accounting
Kansas State University
2005 – 2009
Manhattan, KS
Delta Sigma Phi · College of Business Ambassador · Student Finance Association · Student Government Association: Judicial Branch
Get in Touch
Collaborations on balance sheet strategy, innovation programs, speaking engagements, or board opportunities are welcome.