As the founder of Quoinage Capital, LLC, my primary role is to develop investment and financial planning strategies for clients by leveraging my education, knowledge and experience.

After receiving my Master’s Degree in Accounting, I worked at Ernst & Young, advising on stock option plans and developing databases to calculate taxes. Following Ernst & Young, I worked at Dimensional Fund Advisors where I managed billions of dollars on the trading floor across mutual funds and tax-managed accounts for ultra-high-net-worth individuals. Then, I worked in institutional services, researching industry trends and competitor strategies to help salespeople position products within the marketplace. Since 2017, I have enjoyed advising individuals and non-profits with their finances and investments.

Educational Background

The University of Texas at Austin, Red McCombs School of Business

• Master of Professional Accounting

University of Michigan - Ann Arbor

• Bachelor of Arts in Economics

Credentials & Designations

• CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
• Chartered Financial Analyst (CFA®) charterholder
• Certified Public Accountant in Texas (not a CPA firm)