Overview
I’m a hands-on finance professional and former business owner with 25 years of experience helping privately held and PE-backed companies get organized, gain clarity, and grow. Whether stepping in as a fractional CFO or guiding a business through a key transition, I bring calm, structure, and a practical mindset to every challenge.
I’ve helped companies clean up their books, improve cash flow, develop accounting and finance staff, prep for M&A, and implement systems that support real, sustainable growth. I work best with business owners and leaders who want a trusted financial partner to bring insight—not just reports.
My focus is on helping businesses make smart decisions with better data and better processes. I’m not just about the numbers—I’m about making finance a strategic asset.
What I Bring to the Table:
- Strategic planning & financial leadership
- Cash flow forecasting & improvement
- GAAP reporting & audit readiness
- M&A support & integration
- ERP implementation
- Team development & mentorship
- Financial modeling & scenario planning
- Experience with family-owned & PE-backed businesse
Based in the Milwaukee area and open to remote or travel-based work.
Education
DePaul University, MBA, Finance
University of Wisconsin-Madison, BBA, Marketing and Real Estate
In the community
Five-year elected school district Board of Education and Treasurer
Two-year high school sports booster club President
10-year volunteer teacher with Junior Achievement of Wisconsin
City Economic Development Board member
Chamber of commerce board memeber