Entrepreneurial minded and seasoned financial executive focused on the currency of relationships, trust, and humility as the pillars of organizational and community advancement. I'm a CPA, founder of multiple organizations, and have experience across a variety of industries, financial and operational leadership roles, including private equity fund management, specialized tax and accounting services, group benefits, manufacturing, food & beverage, SaaS, and digital marketing. Specialties: Startups, scaling small businesses, business strategy, business operations, technology enabled business solutions, complex tax planning and structuring, estate planning, mergers and acquisitions, team building and coaching.