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
-
Business Systems Lead
Valeo Financial Advisors · Apr 2026 – present
Owns internal applications, platform infrastructure, and AI tooling firm-wide.
-
Business Systems Analyst
Valeo Financial Advisors · May 2023 – Mar 2026
Salesforce implementation lead & platform owner; cross-system automation.
-
Financial Advisor
Valeo Financial Advisors · Jul 2021 – May 2023
CFP®-track advisory work.
-
COO
Kmbara · 2019 – 2023
Small, part-time data-science venture with my brother — kept operations running.
-
Data Scientist
American Express Global Business Travel · Jun 2019 – Jan 2020
-
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