I improve the finances of small businesses by providing finance and strategy resources to small business advisors and staff.
My grandpa was a small business owner.
My dad was a small business owner.
I rebelled and became a CPA.
I’ve served as Chief Financial Officer or Director of Operations for multiple companies, both for-profit and not-for-profit. Now I provide resources and work with advisors and small businesses. As the son and grandson of small business owners, I know the troubles and struggles of small businesses. I understand that small businesses mean much more than money to their owners.
Everything I do is to help small businesses achieve their purpose while also providing practical tools to drive profits. It’s the intersection of head and heart. Without money, a business cannot achieve its mission.
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