Responsible for executing services investment opportunities, and working closely with external partners and the broader Unity team to Build Better Together.
Most recently Manager at Andersen, where I partnered with private equity clients to conduct diligence on potential acquisitions or companies going through the sale process. Prior to joining Andersen in 2024, I began my career at PwC consulting with large multinational corporations on tax and accounting policies.
BBA from University of Notre Dame with Majors in Accounting and Economics, cum laude. Licensed CPA.
Being born in Plano, TX, I claim Texas citizenship, but I spent my early childhood in Colorado where I grew up skiing and doing all things outdoors. After 11 years, I moved to California where I traded my skis for a surfboard. For the last 5 years, life came full circle as I began my career back in DFW.
I was a waiter where I learned the importance of relationship building and attention to details in customer orders.
During football season, you will see me rooting for the Fighting Irish and discussing how this MIGHT be the year Notre Dame wins a national championship. Outside of football season, Saturday mornings are used for catching with friends over brunch or walking the Katy Trail.
I enjoy working out via sports whether basketball, pickleball, skiing, etc. If sports aren’t an option, I will settle for a quick swim or weightlifting session.
“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” – Michelangelo
“Once you’ve accepted your flaws, no one can use them against you” – Tyrion Lannister
Inception – I love a thinking movie, and this one demonstrates how memory and ideas shape the reality we experience.
I love to read and listen to anything related to business or human psychology. Lately, this includes listening to Acquired or All-In and reading Never Split the Difference and Revenge of the Tipping Point.
DISCLAIMERS:
The information contained herein is not an offer to sell or a solicitation to purchase any investment. No investment shall be offered or sold to any person without such person first being provided with a subscription agreement or similar document setting forth the risks associated with any such investment. The information provided above reflects summaries of larger topics and is being provided for informational, illustrative, and discussion purposes only. The above is qualified in its entirety by reference to the final governing documents of the relevant fund. An investment in any fund managed or advised by Unity Partners LP is speculative and investors can lose some or all of their capital.
For illustrative purposes only. Actual diligence process may vary based on market and company dynamics and/or other factors. There can be no assurance that the Fund will be able to implement its investment strategies, or that the fund will be able to achieve its investment objectives.
