About Cresscila
The name Cresscila comes from the names of my two daughters - a reminder of why this work matters and who I'm building for.
I also think of it like a chrysalis: that transformative stage where something fundamental changes. That's the work we do together - transforming your business success into financial security, transforming complexity into clarity, transforming the overwhelm of "someday" into an actual plan.
About Me
I believe financial education changes lives, and I've spent over two decades proving it.
After earning my engineering degree from the University of Michigan and MBA from the University of Washington, I spent more than 20 years at UBS Financial Services. There, I worked across the practice doing portfolio management, financial planning, compliance, and marketing for hundreds of families.
But my most meaningful work often happened in the smallest moments. I once spent 20 minutes with a client's grandson talking about his first job, walking him through benefits and retirement plans. That conversation probably shaped his financial future more than anything he'd learned in school. Those exchanges are why I left engineering and chose this profession.
Today, I work independently with business owners navigating transitions. As a Certified Financial PlannerTM and Certified Exit Planning Advisor, I bring experience from being genuinely part of my clients' lives, not just their portfolios. I've attended their retirement parties, weddings, and graduations.
I also served with the CFP Board of Standards for seven years, performing curriculum reviews and creating exam content. Now I teach business administration at Central Oregon Community College, focusing on underrepresented communities, including the Warm Springs Consolidated Tribes and Oregon Department of Corrections students.
I grew up in Grand Rapids Michigan, the first in my family to attend college. That shaped everything I believe about education creating opportunity. After 30 years in Seattle, I moved to Bend with my wife of 29 years.
Outside of work, I teach yoga, play golf, work on cars, and make music. I played professionally in a Seattle band years ago. I'm a continuous learner who loves trying new things and meeting new people.