I specialize in transforming financial clutter into clarity — fast. With over a decade of public company audit experience and a passion for personal finance, I’ve built a process that’s precise, visual, and empowering. No jargon. No judgment. Just answers.

I’m a licensed CPA (Maryland Board of Public Accountancy, License #41405) with over a decade of experience in public company audit services, specializing in financial reporting, technical accounting, and SEC compliance. After 10 years at a Big 4 firm — where I led audits across the technology, healthcare and asset wealth management industries —  I recently transitioned to an in-house role as a subject matter expert, directing technical accounting policy for my company. While technical accounting is my day job, helping individuals with their personal finances is my passion project — the work I dive into at night because I genuinely love it.

I help both individuals and businesses make sense of their financial data, uncover patterns in spending, and build personalized plans that align with their values. Whether it’s organizing a year’s worth of credit card transactions or forecasting future budgets, I bring structure to complexity.

On the personal side: I attended Penn State University, I have lived in six states (most recently settling in New Jersey), and I have experienced both renting and homeownership. I’m now raising two kids under two — alongside two golden retrievers — with my amazing wife. I’m also a huge Survivor fan, so yes, I appreciate strategy, resilience, and the occasional blindside.