From humble beginnings, I learned to turn limited resources into lasting financial stability. With only $20 and an ID, I left for the Marine Corps, where mentors taught me how to budget and build sustainable strategies. After serving as a Captain in the U.S. Marine Corps and earning advanced degrees, I’ve helped 200+ families, veterans, and individuals create financial plans that are realistic, manageable, and built to last through retirement.
In 2025, proudly advised clients on $426,000 in retirement and protection of assets, helping individuals and families structure rollovers, income strategies, and retirement planning with clarity.

D.Eng., Machine Learning Technologies — Praxis: Predicting Oil and Gas Prices Using Social Media Sentiment Analysis

MBA, Finance and Financial Management Services — Capstone: Stock Market Structure and Its Impact on Financial Forecasting

B.S., Mechanical Engineering
Capstone: Oceanic Wave Energy Conversion for Sustainable Power Generation | Minor: Mathematic
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