Meet Joseph
From First Responder to Financial Guardian: 20 Years of Vigilance.
I have spent the last twenty years at the intersection of high-stakes financial logistics and criminal investigation. My journey began in the U.S. Coast Guard, where I learned that precision isn't just a goal, it's a requirement for mission success. Whether I was managing million-dollar accounts or coordinating vessel traffic during river emergencies, I developed a discipline for "the small things" that keep large systems running.
My path eventually led me to a 15-year career with the Portland Police Bureau, where I served as a Detective and a Task Force Officer with Homeland Security Investigation (HSI). I didn't just "work cases"; I saw the human side of financial issues. I investigated complex fraud, identified the systemic gaps that allowed it to happen, and saw firsthand how poor planning can devastate a business or an individual's peace of mind.
Why I do what I do today:
I realized that most people don't have the time, or the desire, to dive into the weeds of budgeting, bookkeeping, and risk assessment. That is my passion. Today, I use my investigative lens to provide Financial & Investigative Solutions that help you stay ahead of the curve.
As an independent Subject Matter Expert (SME), I bring an "Independent Challenge" mindset to every project. Whether I'm designing a resilient 2026 budget or conducting a forensic-grade fraud examination, I offer a zero-judgement approach. I'm not here to criticize your past financial hurdles' I'm here to secure your perimeter for the future.
My Mission
I am dedicated to transforming how you interact with risk. My mission is to provide a comprehensive strategy for financial security built on three essential pillars of defense:
1. Proactive Planning (The Shield): I provide the tools and guidance to establish financial control. By designing meticulous budgets and internal controls, I ensure your daily operations serve as your strongest defense against financial risk.
2. Expert Resolution (The Investigation): Leveraging my CFE and Detective experience, I provide the "Independent Challenge" needed to uncover the truth when issues arise. I perform deep-dive root cause analysis to identify why a control failed and how to secure it for the future.
3. Empowered Education (The Awareness): I deliver the specialized knowledge and confidence you need to protect your integrity. Through targeted training, I help you and your team recognize fraud risks and patterns before they result in a loss.
Together, we build a framework of clarity, trust, and lasting financial peace of mind.
