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.
Our Founder - Business Background
Over a decade of banking experience
Experience in Finance, Strategy & Operations
Client targeting expert
An MBA from one of Europe’s top Universities
An history of providing insights that lead to revenue growth and improved client profitability
More details here
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
Come say hi!
Our website is still under development, but that shouldn’t prohibit us from getting to know each other. Our offices are in downtown Boulder. Let’s grab lunch, coffee, or a hike!