AI & Agile Practice Coach building scalable, tech-enabled solutions that transform how organizations work. Over 12 years turning complex processes into measurable results.
For over 12 years, I have built my career around one thing: making complex processes simpler, faster, and more human. I have generated nearly $6.5 million in documented savings through Lean Six Sigma, strategic automation, and AI-driven workflow design. I coach senior leaders, redesign processes, and build the tools and systems that make transformation stick.
When I joined Vanguard’s Office of Continuous Improvement, I was handed an entire department to coach: the department head, five senior managers, their respective line managers, supervisors, and all of their crew. I installed Lean and Agile skills, practices, and systems across every level and coached them to maintain and grow against industry benchmarks. I also stood up an enterprise program’s full onboarding into Agile, Scrum, and Jira, designing and delivering two weeks of curriculum that upskilled a cross-functional program team of senior leaders and specialists into agile delivery, Kanban boards, roadmaps, ceremonies, and artifacts. In late 2025, I was hand-selected to transition into the Agile Practice within Personal Investor, embedded with Technology and Data Innovations. I now partner directly with developers, product owners, and engineering teams to drive AI-enabled transformation. I build Jira Forge integrations, architect enterprise data pipelines connecting Atlassian to Azure and Dataverse, manage a GitHub library of 50+ Claude AI skills, lead engagements in Figma, and use Tableau, SQL, and Claude Code daily.
I do not back down from technical challenges. Whether it is designing a five-agent AI system in Copilot Studio and Power Automate, leading a 3-month engagement where I single-handedly built process maps for two non-communicating teams and used that work as the foundation to align them, or teaching myself a new technology over a weekend, I go where the work needs me to go and I deliver results.
Joined as a Continuous Improvement Specialist in the Office of Continuous Improvement, where I was responsible for coaching an entire department: the department head, five senior managers, their line managers, supervisors, and all crew. Installed Lean and Agile skills, practices, and systems across every level and coached leaders to maintain and grow against industry benchmarks. Delivered nearly $6.5M in documented savings. In late 2025, hand-selected to transition into the Agile Practice within Personal Investor, embedded with Technology and Data Innovations, where I now partner with developers, product owners, and engineering teams to drive AI-enabled process transformation and build scalable technology solutions.
Directed a team of 18 tax and cost basis experts through operational realignment, DMAIC improvement projects, and the introduction of data-driven performance management. Delivered over $800K in combined savings while building a culture of continuous improvement and professional development.
Led a team of 24 FINRA-licensed phone representatives specializing in employer-based retirement plans and investment expertise. Drove licensing program excellence, managed complex client escalations, and built forecasting tools that improved operational planning.
Managed a portfolio exceeding $2.5M in annual revenue across multiple offices in the Northeast Phoenix and North Scottsdale area, including three major resorts and a private airport. Led fleet management, built key business partnerships, and drove service revenue excellence.
Designed a multi-agent project delivery system using Power Platform where a single user prompt triggers five sequential AI agents (Project Manager, Scrum Master, Copywriter, Professional Coach, QA Reviewer) that collaboratively build a complete project plan, sprint backlog, communications, and coaching artifacts. All outputs stored in Dataverse with full audit logging.
Replaced a labor-intensive manual workflow with automated conditional logic, multi-level approvals, and real-time notifications. Processing 4,830+ evaluations monthly.
Built and manage a GitHub-hosted repository of 50+ Claude AI skills purpose-built for Agile and Lean coaches. A recent organizational innovation to scale AI-assisted coaching.
Designed, scaffolded, and delivered a comprehensive two-week Agile, Scrum, and Jira curriculum to onboard an entire enterprise program team into agile delivery. The audience included a full Vanguard office and over a dozen senior leaders and their specialists. Curriculum covered agile principles, Scrum ceremonies, Kanban board design, Jira roadmaps, common clocks, sprint planning, and artifact management. This work directly enabled the successful transition of over 800,000 accounts.
Architected a full enterprise integration pipeline connecting Atlassian Jira to Microsoft Dataverse via Azure AD. Designed OAuth application authentication flow, Forge backend functions for server-side API calls, normalized two-table Dataverse schema, and Graph API write operations. Built to support risk scoring data that feeds Power BI dashboards and Power Apps.
Led a 3-month engagement bridging two non-communicating teams, one technical (developers, IT leadership, CTO officers) and one business-facing, that shared overlapping incident management processes. Single-handedly built comprehensive process maps in Figma and presented them as the single source of truth, using that foundation to build the working relationship between teams. Facilitated collaborative RACI charting, designed async collaboration frameworks, and delivered strategic recommendations for consolidated future-state processes to senior management.
Built Jira Forge app integrations to manage risk scoring and impact assessments, extending Jira native capabilities with custom tooling for structured decision making.
Transformed how demand and capacity were understood and managed across a subdivision, visualizing operational maturity and empowering leaders with actionable data.
Orchestrated end-to-end Agile and Scrum training for Vanguard's Platform Transition, developing comprehensive Jira training and project boards for 800,000+ account migration.
Self-taught SQL and built Tableau/Tableau Prep Flows pipelines to manage massive data lakes the Agile Practice uses for coaching and performance insights.
Built and shipped a personal finance web app from scratch using vanilla JavaScript, Chart.js, and localStorage. Features include income/expense projection, debt payoff visualization, and a guided onboarding wizard. Subsequently designed a v4.0 React/Zustand redesign with a cyber-neumorphism dark theme, phased build plan, and full JSON round-trip data compatibility.
Transformed a complex bank attestation process into a clear, actionable framework through stakeholder collaboration and facilitation. Transitioned from consultant to project lead, conducted discovery with senior leaders, led a four-hour collaborative mapping session, and delivered a comprehensive Visio process map with strategic recommendations that earned recognition from regulatory bodies.
Combined the Scientific Method with human-centered design to create a structured brainstorming model that tackled low adoption rates of the Vanguard Management System. Led iterative development of the model, transitioned it to MS Whiteboard for digital collaboration, and executed an organization-wide observation blitz that validated hypotheses and generated actionable adoption strategies.
Designed and facilitated a MURAL-based workshop to help a senior leader and her team in Brokerage and Investments craft a compelling value proposition. Opened with Simon Sinek's Start With Why framework, guided the team through structured brainstorming, and delivered a standardized template that unified diverse perspectives into a shared strategic vision.
Designed and delivered a training program introducing the SATA (Sponsor, Advocate, Target, Agent) change management framework to peers and leaders. Drew from direct academic study with the model's author, Chris Crosby, and translated the framework from theory into practical organizational application, positioning it as a complement to existing models like RACI.
Automated the management of critical contact data for process and product owners, eliminating manual tracking and ensuring real-time accuracy. Built change alert notifications so stakeholders were immediately informed of updates, supporting both day-to-day operational efficiency and crisis readiness across the organization.
Planned and executed the "ABLE Summit: Empowering All Abilities," a global event emphasizing accessibility and empowerment. Led cross-departmental teams and collaborated with the Managing Director and Chief Diversity Officer.
Building culture, developing athletic confidence, and creating an inclusive competitive environment for student-athletes.
Manage websites, online storefronts, digital marketing, and fundraising campaigns for the school wrestling program and club team.
Leadership coaching, interview preparation, networking strategy, and career growth guidance for participants across the organization.
I am always interested in conversations about process transformation, AI-driven automation, Agile coaching, and building things that make organizations work better.