About

Wall Street experience.
Texoma roots.

I spent a decade in institutional private equity managing portfolios north of $20 billion. Today I build the systems I wish existed — and advise a small number of North Texas businesses each quarter.

The institutional years

My career started on the institutional side of real estate private equity — acquisitions, capital markets, underwriting, and portfolio analytics across hundreds of millions in transactions. I learned how the largest operators in the country think about capital allocation, risk management, and operational efficiency.

Over a decade I helped manage portfolios exceeding $20 billion. The frameworks, discipline, and analytical rigor that govern institutional capital don't need to stay locked behind a billion-dollar AUM threshold. They work just as well — often better — at the scale where most real businesses actually operate.

Building Uplift Capital

Today I co-manage Uplift Capital, a real estate private equity firm with a $140M+ multifamily portfolio across Texas and Alabama. I don't just allocate capital — I built the operational intelligence platform that runs the entire operation.

Uplift OS ingests 500,000+ general ledger transactions, tracks unit economics across every door, automates rent roll analysis, comp studies, and turnover reporting. It's the kind of system a large REIT would build with a 10-person data team. I built it myself, because I knew exactly what the operation needed.

That's my day job. Advisory is something I do alongside it — for business owners who need the same caliber of financial infrastructure, data systems, and strategic thinking but can't justify a full-time hire.

Why I advise

I grew up around family businesses in North Texas. Medical practices, ranches, professional services firms, general contractors, and real estate operations. The owners I watched growing up faced the same challenges as the institutional firms I later worked for — capital access, operational complexity, tax efficiency, data-driven decisions. They just didn't have the playbooks.

That gap never sat right with me. So I started building those playbooks for the businesses that actually make this region run. Not 50-page consulting decks. Not recommendations I hand off for someone else to implement. I build the systems myself, hand them over, and move on. Capital to code — that's the whole idea.

What makes this different

01

I write the code

Python, SQL, AI pipelines, financial models, ETL systems, dashboards. I don't subcontract the technical work or hand you a requirements doc and wish you luck. I build it.

02

I've sat in your seat

I'm not a career consultant. I manage a portfolio, make capital allocation decisions, and run operations every day. The advice comes from doing the work, not studying it.

03

I keep it small

I take on a handful of engagements each quarter. That means real attention, not a junior associate learning on your dime. When you hire me, you get me.

Builder credentials

Full stack, capital to code

The same person who can structure your capital strategy also builds the systems that run your operation. No hand-offs. No lost-in-translation.

Financial

  • Institutional underwriting & financial modeling
  • Capital markets & investor relations
  • Tax-aware entity structuring (QSBS, cost seg, 1031)
  • Portfolio analytics & risk management
  • Bank-ready projections & term sheet preparation

Technical

  • Python, SQL, TypeScript, Next.js, Astro
  • AI/ML systems & LLM integration
  • ETL pipelines & data engineering
  • Dashboard & reporting platforms
  • GIS, spatial analytics, geospatial visualization

Operational

  • Process design & system implementation
  • Workflow automation & integration
  • Team training & documentation handoff
  • Vendor evaluation & technical due diligence
  • Performance measurement & KPI design

North Texas, by choice

I live on a farm in Gainesville, Texas — next door to my parents, and plan to raise my family here. I could work from anywhere, and I chose here. We raise cattle, chickens, and donkeys, and grow our own fruit and vegetables. Most mornings start outside before they start at a screen.

I also serve on the board of the Gainesville Economic Development Corporation, where I work alongside other community leaders to bring investment and opportunity to the region. The Texoma corridor and North Texas are full of businesses with real substance and real growth potential. They just need better tools — and people who understand the community well enough to build the right ones.

Want to work together?

I take on a small number of engagements each quarter alongside my work at Uplift Capital. If we're a fit, we'll define a pilot with clear outcomes in 30–60 days.

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