I hold a B.A. in Mathematics from the University of Washington and a CFA Charter from the CFA Institute. My diverse career includes over 15 years as Executive Pastor at New Community, a North Point Partner Church, where I led key building campaigns and managed a dedicated team. Previously, I was a managing director at Russell Investment Group, focusing on developed markets and private equity. I started my career at Xerox Corporation, enhancing my sales and leadership skills. Deeply committed to social causes, I support various domestic and international initiatives and serve on two nonprofit boards to promote positive change. My extensive experience fuels my passion for community improvement across business, nonprofit, and church sectors. [Link to Full Bio]
My experience as an Executive Pastor, coupled with roles at companies like Xerox and Russell Investment Company, and various board roles, my coaching sessions offers a unique blend of pastoral leadership and industry expertise. I provide support to senior leaders in their personal and professional growth journeys. Sessions are structured to establish trust, identify goals, and provide constructive feedback. Together, we develop tailored action plans focused on skill development, accountability, and problem-solving. Throughout the process, I offer ongoing support, fostering a culture of continuous improvement. My aim is to empower leaders to excel in their roles, leveraging my diverse background to provide relevant guidance.
I specialize in providing tailored financial solutions to organizations (nonprofit and for profit), offering expertise in budgeting, financial planning, investment management, and debt reduction strategies. My mission is to empower organizations to fulfill their missions effectively by delivering personalized strategies aligned with their unique needs and goals. With a deep understanding of the challenges and opportunities faced by non-profits and religious organizations, I collaborate closely with clients to develop actionable plans supporting their long-term financial sustainability and mission impact. Whether you're seeking to optimize your budget, grow your financial reserves, manage debt responsibly, launch a fundraising campaign, or need assistance with staff transitions and succession planning, I am dedicated to guiding you toward financial stewardship and success. To schedule an initial free consultation click here.
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