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Network Power<100 people
Roles
🔥40%
Startup Founder
💸40%
Marketing
✨40%
Business Owner
Geos
🇺🇸20%
United States
Work Background
STUDIOi, LLCFounder & Principal | Financial Systems & Advisory
Jul. 2024United States, PhoenixI founded STUDIOi to bring structure, clarity, and calm to the way people experience money.
Most of the business owners I meet aren’t failing. They’re operating without a clean financial system behind them—multiple accounts, unclear cash flow, and reporting that exists but doesn’t actually inform decisions.
My work focuses on designing and maintaining financial systems that allow for:
• visibility
• consistency
• informed decision-making
This isn’t traditional bookkeeping, and it isn’t theoretical advisory. It’s the architecture that sits in between—where financial data becomes usable, stable, and aligned with how a business actually operates.
Engagements typically begin with a Financial Systems Diagnostic, where we identify what’s working, what’s unclear, and what needs to be rebuilt or reinforced.
From there, clients may move into ongoing system oversight or strategic guidance, depending on complexity and need.
STUDIOi is built on a simple idea:
clarity creates better decisions, and better decisions create peace.
Matson MoneySenior Advisor & Business Development
Jul. 2018 - Jul. 2024United States, ScottsdaleWork directly with advisory firms and business owners navigating growth, client, relationships, and financial decision-making.
Combined coaching, business, strategy and investment principles to support clearer, more disciplined outcomes.
This experience shaped how I approach financial systems and decision support today. 
PIMCOPortfolio Management & Investment Operations
Dec. 2014 - Feb. 2016United States, Newport BeachWorked within a global fixed income platform supporting large-scale, portfolio management and investment operations.
Exposure to institutional investment processes, risk management, and capital allocation decisions across complex portfolios.
This experience shaped how I think about discipline, structure, and the role of systems in producing consistent financial outcomes. 
Wellington ManagementFixed Income Portfolio Analyst & Manager
Aug. 2006 - Dec. 2012United States, BostonSupported fixed income portfolio analysis and management within a global asset management firm, contributing to investment decision-making across institutional portfolios.
Gained deep exposure to portfolio construction, market dynamics, and the interplay between strategy and execution.
This experience informs how I approach financial clarity today—bridging complex investment concepts into structured, actionable systems. 
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