I serve as the Principal and CEO of BGM. With more than 25 years of experience advising business owners on how to strengthen their business and personal financial positions, I have extensive experience consulting with professional service firms and clients in the manufacturing, distribution, and retail industries.As the Partner-in-Charge of BGM’s Professional Services Practice Group, I lead the firmwide strategy for providing exceptional client service to law, engineering, architect, real estate and consulting firms. BGM’s Professional Service Practice Group has extensive experience assisting professional service firms with specialized advisory projects tailored to achieve their financial objectives and with operational issues unique to professional service businesses. BGM’s Professional Services Practice Group helps professional services firms find solutions to their business challenges and allows them to remain focused on their clients, while BGM focuses on their financial needs to keep their businesses profitable.• Work closely with professional service firms to develop creative solutions to challenges such as reducing taxes, compensation structure and choosing the right entity type. • Consult with businesses on purchases and sales, strategic planning, and business valuations.• Direct engagements for many of the leading professional services firms in the US. • Perform in-depth reviews of financial operating procedures, internal control structures, partner compensation and benefit plans, as well as other consulting services to assist professional services firms in managing their profits.• Extensive experience working with CFOs or the owner to identify “best practices” and provide financial and tax planning insight and strategies.

As the CFO of Bridge West Consulting, I bring over 25 years of experience working with business owners and senior management in developing strategic business plans, dealing with complex tax and accounting issues, assisting in the implementation of ‘best practices,’ and increasing shareholder value.Comprised of experts from different segments of the cannabis sector, Bridge West Consulting strives to increase the diversity of the cannabis industry. We support new cannabis companies and established organizations through the license application process and assist dispensaries and brands in maneuvering through the various regulatory hurdles they face to remain compliant.

I have been involved in the cannabis industry since 2014, and as one of the leaders of Bridge West, I assist in managing the Firm’s Cannabis Team to provide exceptional client service to their clients. I advise cannabis clients through challenging business and regulatory environments. My technical and advisory services to cannabis clients ranges from minimizing the effects of IRS 280E, inventory management, inventory costing, cash management, and preparing financial statements.

Advisor to companies in the Twin Cities area. Significant experience in both public accounting and private industry which provided business owners with a broad perspective on how to strengthen their business and personal financial positions. Served a wide range of industries including manufacturing, distribution, professional service, franchisors and franchisees.

Served as an advisor to clients in the industries of manufacturing, services, retail, and distribution.

IPO for $5M and Secondary Offer of $7M, Private Placement of $1M, Bank Financing of $5M, Two Acquisitions, and Systems Implementation.

Served as a manager and an advisor to clients in the following industries: manufacturing, services, retail and distribution.

Audit, Accounting and Taxes