I'm a Founder, CEO, and CPA building at the intersection of education, finance, and AI. After 15+ years leading accounting and finance at high-growth companies, I'm now creating AI-powered products — from an agentic operations practice to a K–12 learning platform.
- Scout Quest Education — a K–12 reading, writing, and AI-literacy platform that gives teachers better tools, keeps parents informed, and introduces AI to students safely and responsibly
- Agentic Operations — building AI-driven workflows and automations for real business needs (Claude Code, LangGraph, Supabase, Vercel, and more)
- AI Training & Advisory — helping teams adopt AI tools effectively and responsibly
- Finance & Estate Planning Tech — HNW estate planning, cash & tax planning, and bookkeeping powered by modern AI tooling
AI & Agentic:
Build & Platform:
Leading product vision, strategy, compliance, and go-to-market for Scout Quest Education — with a strong focus on student data privacy, teacher approval workflows, parent visibility, accessibility, and California K–12 readiness. My goal is to help students build confidence, give teachers better insight, and introduce AI literacy in a safe, structured, age-appropriate way.
🤝 Open to: early team members, edtech advisors, and pilot schools for Scout Quest — reach out!
Cofounder & CEO — Scout Quest Education · Apr 2026 – Present Building a K–12 reading, writing, and AI-literacy platform. Leading product vision, strategy, hiring, compliance, curriculum direction, and technology roadmap.
Founder & CFO — Fast Insights IO (Self-employed) · Apr 2024 – Present AI training and Agentic Operations builds; HNW estate planning, cash & tax planning, and bookkeeping.
📋 Full Career History (click to expand)
Senior Manager – Global AR & Cash | Consolidations | SEC/SOX Lead | Audit | Systems Lead Guardant Health · 2022 – 2024 · Palo Alto, CA
10x Genomics · 2018 – 2022 (4 yrs 1 mo)
- Senior Manager – Global AR/Rev | SEC/SOX Lead | Consolidations | Cash Planning | System Leader · 2021 – 2022
- Manager – Global AR/Rev | SEC/SOX Lead | Audit | Cash Planning | System Leader · 2019 – 2021
- Supervisor – Global AR/Rev | SEC/SOX Lead | Audit | Cash Planning | System Leader · 2018 – 2019
Senior Manager | SOX Implementation Lead Connor Group · 2018 – 2019 · San Jose, CA
Asst. Controller, Director | Accounting | FP&A | Consolidations | Derivatives | ESPP | Royalties The Myers-Briggs Company, Asia Pacific · 2015 – 2018 · Sunnyvale, CA
Controller | Business Manager | Strategic Reorganization Lead IBI Group · 2013 – 2015 · San Jose, CA
Asst. CFO & Supvr. Project Accountant | Project Planning Lead | Estate Management | Bank Covenants Allana Buick & Bers, Inc. · 2008 – 2013 · Palo Alto, CA
- AICPA — 2026 – Present
- B.S. in Business, Accounting — University of Phoenix
- A.A. in Business / CIS, Accounting — De Anza College
- Certified Public Accountant (CPA) — California Board of Accountancy (results pending)
- Registered Tax Preparer — CTEC (application pending)
- Basic conversational Spanish, French, Italian, and German 🌍
💬 My inbox is always open — reach out about edtech, AI, agentic systems, or building something new!