Strategic Financial Solutions

Specifically Tailored to Your Business

The benefit of a CFO, at a fraction of the cost.

Get a partner you can trust to help solve financial headaches and take your business to the next level.

If you are a founder/operator of a successful small business, you are rare, and you have an impressive set of skills… but you're probably not a finance expert. As your business grows, you will need a skilled financial strategist to help guide decisions. Do you need financial modeling, an all-purpose financial partner, or a sanity check on your financial strategy? That’s what I’m here for! More specifically, I’m here to be a long-term partner you can trust and provide the financial support you need to continue to see your business grow and thrive.

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Our Founder - Business Background

CFO for multiple top PR & Creative Agencies
Over a decade of banking experience
Experience in Finance, Strategy & Operations
Client targeting expert
An MBA from one of Europe’s top Universities
A history of providing insights that lead to revenue growth and improved client profitability
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Our Founder - The Real Person

Passionate about creating value for your business
- He will likely spend his free-time thinking about optimizing your business’ financial strategy
Investing Guru whose research has been used by some of the top names in investing
Colorado based, with a super-star attorney wife and two crazy (but extremely lovable) boys
Trail runner, surfer (who prefers Irish waves over California waves), and a minority owner of the New York Knicks