From residential development to financial strategies, I have been involved in many aspects of business over the years.

A Journey of Learning, Growth, and Success

I’ve always been drawn to both design and math, an unusual combination, but one that led me to pursue a career in Engineering. I knew I wanted to be involved in residential development, so that became my first step, but I also had a passion for constantly learning and embracing new challenges. Early in my career, I was fortunate to work with a diversified family business, which provided the opportunity to pivot during the 2008 financial downturn and broaden my expertise across various industries. During this time, I led a multi-million-dollar hotel renovation of a six-story condo-hotel.

Following this project, my role continued to evolve, encompassing personal financial management for the owners, business oversight for hotels, restaurants, real estate holdings, and countless other exciting ventures.

Throughout my journey, I had the privilege of learning from some incredibility successful business leaders, and the knowledge I gained from them has proven to be invaluable in shaping my career.

I began working in the development field after college and quickly grew to love the industry. I handled the oversight from construction to out sale. Managing contractors, working with architects and engineers, handling permitting and inspections, and taking the projects through closing with real estate agents and title companies, as the owner’s representative and project manager.

Taking a piece of land and transforming it into a Condominium Project, planning a beachfront resort, turning an old home into a beautiful new space for a family to spend their summers at the beach, my projects over the years have been both interesting and fun.

Over the years my role evolved to encompass oversight of seasonal hotels, providing strategic analysis for seasonal restaurants, and facilitation monthly financial meetings with accountants for various businesses. I gained valuable experience in company structuring, contract review and negotiation, and legal disputes, further enhancing my expertise in business operations.

This broad exposure allowed me to refine my skills in strategic decision-making, risk management, and financial optimization, ensuring that businesses operated efficiently and remained financially sound. Additionally, I developed a strong foundation in negotiating complex contracts, navigating legal challenges, and structuring companies for long-term growth and sustainability.

I significant portion of my career has focused on financial management and analysis. I have been responsible for budgeting construction projects, yearly business budget verse actual analysis, and annual association budgets. I have provided financial projections for startups and conducted annual business analysis to assess distributions and among seasonal cash flow needs. My experience also extends to day-to-day financial operations, and collaborating with financial brokers to evaluate and implement recommendations for investment portfolios. I have also worked closely with accountants, attorneys, and other financial professionals to ensure seamless coordination of tax planning, compliance, and strategic financial decisions.

Through these experiences, I have developed a strong foundation in both macro-level financial strategy and the day -to-day management that ensures long-term business success. Whether managing budgets for large projects or overseeing personal finances, my focus remains on delivering organized, efficient, and insightful financial solutions that support growth and stability.

I have successfully managed challenging projects that required complex permitting and approval, often navigating obstacles where permits were not easily obtained. Over the years, I have worked extensively with various governmental agencies, developing a deep understanding of regulatory processes and ensuring compliance to move projects forward efficiently.

These diverse experiences provided me with a comprehensive understanding of how to navigate a wise range of situations. They were not only an education in executing specific tasks, but also in negotiating favorable outcomes to achieve the owners’ objectives effectively.

The construction of condominium and townhouse projects involves stabbing the homeowners’s association (HOA) that will govern the individual units and shared common areas. The establishment of the HOA is crucial for setting the framework that ensures effective governance, maintenance, and decision-making for both the individual units and the shared common areas.

Over the years, I have managed a diverse range of HOAs, each with its unique dynamics, including those with full0time residents, seasonal homeowners, and investment properties. While all associations share the same fundamental goals and functions, each one requires tailored solutions based on how the property is being utilized. Understanding theses distinctions allows me to address the specific needs of each association, ensuring smooth operations and long-term success.

In 2024 I decided to take the leap and start my own consulting business, Plan + Prosper. With deep industry expertise and hands-on knowledge, I provide individual clients with strategic guidance and proven insights to help them achieve their business and financial goals.

Let’s Leverage My Experience to Elevate Your Business!