• - Founded a consultancy focused on delivering actionable financial strategies for small business owners using the Profit First methodology.
• - Certified Advanced Profit First Professional, coaching clients to shift from reactive financial management to intentional, profit-first planning.
• - Educated entrepreneurs on transforming cash flow habits and increasing profitability by managing expenses with intentionality.
• - Built a remote-first model delivering measurable results across diverse industries.

• - Lead CFO-level services for clients nationwide, supporting their transition to sustainable, purpose-driven businesses.
• - Report directly to company founder, guiding entrepreneurs to master cash flow, debt strategy, and profit optimization.
• - Provide tailored financial insights, help interpret key reports, and oversee planning that aligns money with mission.

• - Teach Principles of Finance (BA 385), bringing real-world application and entrepreneurial finance to undergraduate students.
• - Contribute to curriculum development and serve as a mentor for emerging business leaders.

Nationwide Hybrid Mar 2024 – Jan 2025
● • - Directed national strategy for engineering-based cost segregation studies and energy tax credit solutions.
• - Worked with commercial and residential real estate investors to reduce tax liabilities and maximize cash flow.
• - Oversaw hybrid team operations, client acquisition, and partner relations across 50 states.

Cultivate strong client relationships and leverage comprehensive financial expertise to direct investment solutions. Skillfully advise RIA partners and market to high net worth individuals demonstrating unwavering professionalism.

** Develop client-focused coaching and educational strategies to match personal objectives with insurance and long-term investment portfolio.

** Generate in-depth analysis and detailed intelligence reporting requiring keen attention to detail.

** Led innovative CRM implementation for an RIA expansion/continuity project; sourced business valuation and directed successful transition to 100% eFile solution resulting in operational efficiencies and significant cost savings.

• - Rebuilt operational infrastructure post-merger, aligning business goals with core mission and growth objectives.
• - Doubled staff headcount and tripled client base through clear KPI-driven systems and leadership alignment.
• - Designed and implemented performance-based compensation plans to improve ROI and employee retention.
• - Reduced risk exposure while enhancing benefits, morale, and execution across all departments.

roficiently identified and implemented client-centric financial goals with diligent attention to economic trends.
Formulated asset allocation and risk assessment services supporting individual investment strategies.

** Secured Series 7, Series 66, P&C Insurance, and Health/Life Insurance licensing credentials.

** Continually recognized for efficiently translating complex business requirements into viable client solutions dedicated to performance goals.

arned solid reputation as Southern Oregon’s most trusted jeweler. Led multifaceted business development strategies requiring solid leadership talents.

** Inspired and mentored successful sales team achieving revenue of $1M in first 24 months.

** Grew revenue at 12% average for 10 years.