Value engineering · Business cases · ROI instrumentation
A -employee manufacturer loses roughly $1.1M a year to care-driven absence and turnover. Most never see the number.
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Working instruments
Not screenshots of past work. Live models you can interrogate.
Services
The work between “interesting” and “approved.”
Business case development
I take a complex investment decision — a benefit program, a platform purchase, a workforce initiative — and build the financial case that survives a CFO's scrutiny: model, sensitivity analysis, and a one-page brief per stakeholder.
Interactive ROI tools
Custom calculators your sales or finance team can put in front of a buyer or a board. Benchmarked defaults for speed, every assumption overridable for credibility.
Tax-advantaged program design
Modeling federal and state credit stacking (§45F and successors) so the net cost of a program is what gets presented — not the sticker price.
Fractional value engineering
Embedded support for sales teams selling complex, multi-stakeholder deals: discovery frameworks, deal-specific models, and executive-ready collateral.
About
I specialize in translating complex financial and workforce data into C-suite business cases — ROI models, tax-optimized cost analyses, and executive briefs that help Finance, Operations, and HR leaders make the case for strategic investments.
The foundation is a decade in financial services — multi-generational planning for ultra-high-net-worth families at LPL, MetLife, and Scottrade — followed by enterprise sales of workforce programs, where I built the modeling tools my own deals ran on: BLS-integrated ROI calculators, multi-state tax credit frameworks, and CFO-ready briefs that turned a benefits conversation into a margin conversation.
I also build software. Renewd.io — a SaaS product I designed and shipped — is the same discipline applied to product: find the economic core of a problem, instrument it, make it legible.
SAN DIEGO, CA
UC SANTA CRUZ
SERIES-LICENSED FINANCIAL BACKGROUND
10K+ LINKEDIN AUDIENCE
Start a conversation
Have a deal, a program, or a decision that needs a number on it?
The fastest way to see if this is a fit: send the decision you’re trying to make and who has to approve it. I’ll tell you what the model would look like.
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