I help small and medium-sized businesses navigate their most critical financial and operational challenges.

My background spans technology, healthcare, retail, and beyond. Working with companies from early-stage startups to multi-site operations with international supply chains. I've served as CFO or top financial leader for multiple top-tier financial firms, sat on six boards (including with PE, VC, and family office investors), and closed over 60 equity, debt, and M&A transactions totaling more than $10 billion.

I've built and led teams across accounting, FP&A, HR, contracts, and marketing. I've hired everyone from CEOs to analysts, implemented systems like NetSuite, Intacct, and Salesforce, and guided companies through Big 4 audits, IPOs, and compliance certifications. I hold an MBA from Harvard Business School and started my career at Lehman Brothers (and yes, I was there in 2008).

But long before any of that, I grew up around my parents' small businesses. Dinner conversations were about customers, employees, and tough decisions. I watched them build something from nothing, and it shaped everything that came after.

After years in investments and corporate leadership roles, I took the next step to help founders and entrepreneurs like my parents. In late 2022, I launched my own practice, built on five values: integrity, durability, excellence, creativity, and courage.

I work with clients who share those values. Whether you need fractional CFO support, help with a transaction, or a thought partner for your next phase of growth, I bring both the technical expertise and the entrepreneurial perspective to help you succeed.

This is the most gratifying work of my career. I'm honored to contribute to the efforts of so many great teams.