RoostPoint

My Story

I’ve spent my career transforming complex data challenges into elegant solutions. From overhauling regulatory reporting systems at insurance companies to building customer lifetime value models at major energy retailers, I’ve seen firsthand how the right data architecture can transform a business.

At AAIS (American Association of Insurance Services), I orchestrated a complete overhaul of regulatory reporting that increased efficiency by 50%. At Gexa Energy, I built customer lifetime value models that optimized pricing strategies. At Direct Energy, I led the enterprise implementation of Tableau Server, transforming manual Excel-based reporting into automated self-service analytics.

But I’ve also learned that technical skills are only half the equation. Financial literacy and smart money management are the foundation of personal freedom. Whether you’re a business navigating post-acquisition integration or a family trying to build wealth, the principle is the same: clarity leads to confidence, and confidence leads to better decisions.

Now I help businesses solve their toughest data integration challenges and families build financial confidence through practical, no-nonsense guidance. Because whether it’s data or dollars, everyone deserves clarity.