I'm a fractional CFO for owner-operated businesses doing $5M to $50M in revenue. I've spent over 20 years in finance, the last decade-plus working directly with owner-operators in professional services, SaaS, and home services.

Before starting this practice in 2014, I spent roughly 15 years in corporate finance. I was CFO at Patriots Federal Credit Union and held analyst roles at SchoolsFirst Federal Credit Union and WesCorp. That background means I've sat on both sides: running finance inside an institution, and building it from scratch for owners who've never had a CFO.

Most of my clients come to me at the same point. The business is growing, the books are technically fine, and the owner still can't answer basic questions about which work is actually profitable or what next quarter's cash looks like. That's the gap I close.

I hold an MBA from UC Irvine and a BBA from Northeastern State University.

Outside work, I hike and paddleboard, read constantly, and spend most weekends with my wife, our Goldendoodle Waffles, and at my son's football games.