top of page
Bixby Bridge.jpg

About

I've always been fascinated by the power of numbers to tell a story and drive change. From my early days in investment banking, where I cut my teeth on complex financial models, to transforming a restaurant chain and shaping the future of agriculture, I've seen how smart financial strategies make a tangible difference in the world. More than a number-cruncher; I'm a strategist who loves collaborating with visionaries, digging into data, and finding creative ways to optimize resources and maximize results. I get genuinely excited about the potential in every business I partner with. My commitment to trust and integrity is non-negotiable, and I thrive on fostering high-performing teams where financial ownership is part of the DNA.

Outside of the office, you might find me working on my public speaking skills with Toastmasters, enjoying the trails and open water swimming or struggling to conquer my golf swing – a constant reminder that growth takes practice!

 

Excited about:  

  • Challenges: Businesses often struggle to make the most of their financial data or implement effective growth strategies.

  • Solutions: I work closely with you to understand your unique goals, conducting in-depth analysis, and providing tailored recommendations and execution support.

  • Results: You gain the clarity and confidence to make informed strategic decisions, leading to sustainable growth and increased profitability.

Deliver Results:  

  • Strategic Financial Planning: Develop forward-thinking financial models and insights for resource allocation and long-term growth.

  • Data-Driven Decision Making: Analyze complex data to identify trends, opportunities, and potential risks.

  • Process Optimization: Revamp processes to enhance efficiency, streamline operations, and improve financial performance.

  • Capital Planning and Execution: Maximize ROI, secure funding, and confidently implement growth initiatives.

linkedin.png
twitter.png
bottom of page