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Let’s Connect

Whether you need help building a dashboard, automating a report, or planning your financial future — I’d love to hear from you. I work with businesses, advisors, and individuals looking to solve complex problems with simple, reliable data workflows.

Feel free to reach out directly or schedule a time to talk.

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Compliance and Confidentiality

I take privacy seriously. All client information is kept confidential and secure. As a licensed financial professional and data consultant, I comply with relevant regulatory frameworks including FINRA and SEC standards.

Want to Collaborate?

I’m always open to interesting problems — especially where data, automation, and real-world decisions intersect. If you’re building a startup, need help streamlining operations, or want to explore generative AI for your business, let’s talk.