Featured Projects
BDFG THE Financial Coach
Business Transformation & Digital Operations
Financial Services Internship | Summer 2026
What began as a brand and digital presence initiative expanded into a broader transformation effort spanning digital infrastructure, compliance, CRM, client communications, and workflow design. I developed a new brand direction, built a 13-page financial-services website from the ground up, helped establish the firm’s social presence, coordinated iterative compliance review through approval, and coordinated CRM-to-communications platform linkage and future-state workflow design. The engagement established a more connected digital and operational foundation supporting three advisors.
SBC Bookkeeping & Consulting
Decision Analysis & Strategic Due Diligence
Independent Consulting Engagement | Summer 2026
SBC leadership faced an ambiguous strategic decision requiring evaluation across strategy, execution, technology, measurement, market knowledge, operational capacity, and risk. I translated the decision into a 500-point framework across 12 weighted categories, conducted due diligence across 150+ documented evidence points, and developed an Excel-based analytical model and executive dashboard. I synthesized the findings, tradeoffs, and risks into a final recommendation presented directly to company leadership.
Maarbles Music
Digital Growth & Website Optimization
Independent Consulting Engagement | Summer 2026
An established digital presence became a broader optimization engagement spanning website redevelopment, SEO/AIO, discoverability, positioning, and conversion. I audited the existing digital experience, rebuilt and expanded site content, strengthened search and technical foundations, and optimized the inquiry journey. The work generated renewed inbound activity, including five form submissions after an extended period with no recorded submissions. Promotion was ultimately scaled back as capacity became the constraint.
Featured Projects
BDFG THE Financial Coach — Business Transformation & Digital Operations
Financial Services Internship | Summer 2026
What began as a brand and digital presence initiative expanded into a broader transformation effort spanning digital infrastructure, compliance, CRM, client communications, and workflow design. I developed a new brand direction, built a 13-page financial-services website from the ground up, helped establish the firm’s social presence, coordinated iterative compliance review through approval, and coordinated CRM-to-communications platform linkage and future-state workflow design. The engagement established a more connected digital and operational foundation supporting three advisors.
SBC Bookkeeping & Consulting — Decision Analysis & Strategic Due Diligence
Independent Consulting Engagement | Summer 2026
SBC leadership faced an ambiguous strategic decision requiring evaluation across strategy, execution, technology, measurement, market knowledge, operational capacity, and risk. I translated the decision into a 500-point framework across 12 weighted categories, conducted due diligence across 150+ documented evidence points, and developed an Excel-based analytical model and executive dashboard. I synthesized the findings, tradeoffs, and risks into a final recommendation presented directly to company leadership.
Maarbles Music — Digital Growth & Website Optimization
Independent Consulting Engagement | Summer 2026
An established digital presence became a broader optimization engagement spanning website redevelopment, SEO/AIO, discoverability, positioning, and conversion. I audited the existing digital experience, rebuilt and expanded site content, strengthened search and technical foundations, and optimized the inquiry journey. The work generated renewed inbound activity, including five form submissions after an extended period with no recorded submissions. Promotion was ultimately scaled back as capacity became the constraint.