I am a finance professional with a B.A. in Finance from Utah Valley University and hands-on experience in financial due diligence, economic research, investment analysis, product management, and market strategy. As Cofounder and VP of Business Development at an early-stage investment office, I build deal-sourcing processes, screen industries, evaluate acquisition targets, and support portfolio strategy. My research has focused on tokenized real-world assets, secondary-market liquidity, digital-asset taxation, and market infrastructure. I have authored policy proposals, analytical articles, and more than 190 editions of WealthNWisdom, an independent newsletter and podcast covering economics, investing, markets, and business. I also bring experience with cross-functional product delivery, AI-driven research, R/RStudio, financial writing, and executive interviews.
Experience
Cofounder & VP, Business Development
Beyond Abundance InvestmentsJul 2025 – Present
I cofounded an early-stage investment office and built the groundwork for deal sourcing, industry screening, and portfolio strategy. I led financial due diligence on prospective acquisition targets, designed an industry scorecard to evaluate sector growth and risk, and used AI-driven research tools to identify attractive verticals and acquisition candidates. I also developed outreach scripts and engagement methods for M&A targets to increase response rates.
Business Analyst / Product Manager
Beyond AbundanceSep 2023 – Present
I advanced to Product Manager in July 2025 after two years as a Business Analyst, based on product expertise. I used R/RStudio and AI analytics tools to evaluate competitive positioning and consumer demand, informing brand and market strategy. I defined technical and business requirements for core product features and led cross-functional delivery.
Research Fellow
Global Council on Crypto Taxation (GCOCT)Nov 2025 – Jan 2026
I conducted academic and regulatory research on real-world asset tokenization and secondary-market liquidity constraints. I synthesized literature on market microstructure and digital-asset taxation and interviewed industry experts to identify structural barriers to liquidity, including capital constraints, regulatory fragmentation, and infrastructure gaps. I authored three policy proposals to reduce regulatory risk and strengthen tokenized-asset market infrastructure, informing the organization’s advocacy strategy.
Contributing Writer & Social Media Manager
Blockchain Deposit Insurance Corporation (BDIC)Aug 2025 – Feb 2026
I authored six analytical pieces on cryptocurrency and crypto-insurance topics to build market awareness of new insurance products. I rebuilt and relaunched the company newsletter, growing subscriber engagement, and produced and hosted five podcast interviews with C-suite executives to strengthen brand credibility.
Education
B.A., Finance — Investment Management & Economics Emphasis
2025
GPA: 3.51
Founding Member, UVU Stock Trading Club
Bloomberg Market Concepts (BMC) Certified — Spring 2025.
Skills
Languages
- English
- Native or bilingual proficiency
- Spanish