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About

I'm a systems person. Give me a tangle of tools, data, and people that should work together but don't, and I'll find where the parts don't connect and rebuild it as one system that just runs.

I came to engineering sideways, and I think that's my edge. I spent nearly a decade as an EMT — learning to triage, prioritize, and act clearly under pressure — then worked as a data scientist and a financial advisor, earning my CFP® along the way. I learned the business of financial services from the inside, helping people navigate the most complex system most of them ever touch: their own money. When the software we relied on couldn't keep up, I learned to build it. The instinct turned out to be the same in every chapter: see the whole system, design how the pieces fit, sweat the outcome.

Now I'm the Business Systems Lead at Valeo Financial Advisors, where I own the platform the firm runs on and lead the team that builds it. I've shipped a production advisor platform, built the automation that wires together the systems a firm runs on, established engineering standards that live as code, and built something I'm especially proud of: an autonomous pipeline that takes a work ticket and drives AI coding agents all the way to a reviewed pull request — with humans in the loop exactly where judgment matters.

I build with AI agents deliberately, and I build the infrastructure that makes that work for a whole team — but I read what they produce and direct them with specific intent, rather than letting them drive. The AI is just how. What I actually do is design systems — at work, and for fun, where the same brain that architects a financial platform also builds a data-driven modding engine for a satirical card game and a fantasy-logistics economy on the weekend.

Experience

  1. Business Systems Lead

    Valeo Financial Advisors · Apr 2026 – present

    Owns internal applications, platform infrastructure, and AI tooling firm-wide.

  2. Business Systems Analyst

    Valeo Financial Advisors · May 2023 – Mar 2026

    Salesforce implementation lead & platform owner; cross-system automation.

  3. Financial Advisor

    Valeo Financial Advisors · Jul 2021 – May 2023

    CFP®-track advisory work.

  4. COO

    Kmbara · 2019 – 2023

    Small, part-time data-science venture with my brother — kept operations running.

  5. Data Scientist

    American Express Global Business Travel · Jun 2019 – Jan 2020

  6. EMT

    Emergency medical services · ~a decade (earlier career)

    Triage, prioritize, act clearly under pressure.

Credentials & Education

  • CFP® — Certified Financial Planner (2023)
  • AFC® — Accredited Financial Counselor (2022)
  • Salesforce Certified Administrator (2024)
  • (Former) EMT + BLS for Healthcare Providers

B.S. in Personal Financial Planning, Texas Tech University — minor in Human Resources Development (May 2021)

Skills

Languages

  • Python
  • TypeScript/JavaScript
  • PowerShell
  • Shell
  • SQL
  • GDScript

Backend

  • FastAPI
  • Pydantic
  • Uvicorn
  • Gunicorn
  • pytest
  • pandas
  • NumPy
  • PostgreSQL

Frontend

  • React
  • Vite
  • Tailwind
  • shadcn/ui
  • MSAL

Cloud/DevOps

  • Azure
  • Docker
  • Caddy
  • GitHub Actions
  • systemd

AI / Agentic

  • Claude Agent SDK
  • Claude Code (skills, hooks, MCP)
  • multi-agent orchestration
  • context engineering

Integrations

  • Salesforce
  • Box
  • Microsoft Graph
  • AT Protocol

Practices

  • systems architecture
  • CI/CD
  • semantic versioning
  • TDD
  • RBAC/SSO