My background and involvement with “numbers” and analysis stems from two disciplines: (1) initially as an electrical engineer (Texas Instruments); and (2) subsequently as a financial analyst (Texas Instruments), where I learned to apply analysis as being necessary to understanding; and understanding as being necessary to improving performance.
My early days at Texas Instruments were followed by sixteen years of managerial and executive experience at large companies, which led to twenty-nine years of improving financial performance at SEGCs by questioning, listening, analyzing and executing. I hold graduate degrees in engineering and business, but I am grounded in reality.
Key in my approach towards Clarity and Focus is the development of Excel-based models. I avoid the “one-size fits all” template models and instead focus on custom-designed models that fit your unique circumstances. Such models are designed for us to better understand and manage your SEGC. A well-designed custom, Excel-based model can result in greater understanding, leading to better decisions and improved financial performance.
To gain additional perspective into my beliefs and values, please look at my “Wynisms” page. After getting a sense of who I am e-mail me at wyn@cfadvisorsllc.com, call me at (612) 232-1775 or schedule an introductory phone chat and let's get to know each other.