Department: Fractional CFOs

Throughout my career, I’ve held CFO and executive roles at FoodSocial, AVOXI, Voci Technology, Ansoft, and Arrow Electronics, after getting my start as a CPA with KPMG.

With over 30 years of experience across the technology, SaaS, CPG, and creator economy industries, My background spans global finance, M&A, HR, compliance, and IP strategy. Over the course of my career, I’ve helped raise more than $40 million in funding and served as the primary liaison for boards and investors.

On the M&A side, I’ve led the financial strategy for numerous acquisitions. I’ve also helped guide a private software company through two public offerings and facilitated multiple successful exits.

I hold a BS in Accounting from San Diego University. I enjoy just about anything outdoors, both on land and in the water.

As a Fractional CFO, I help business owners transform financial complexity into clarity. I partner with CEOs and founders across commercial real estate, venture-backed startups, and growing companies to build financial infrastructure, structure capital, execute FP&A and financial reporting, and guide strategic decisions at critical inflection points.

My background spans commercial real estate, PropTech, FinTech, construction, senior living, and healthcare. Before joining Ascent CFO Solutions, I provided Fractional CFO services to venture-backed startups and real estate funds, advising on over $500M in financing transactions. As co-founder and CFO of Ascent Commercial Real Estate, I optimized fund performance and raised $20M in capital in under nine months. I also spent several years managing commercial real estate portfolios for national financial institutions and worked at Lument, structuring financing for senior living and healthcare properties. Earlier in my career, I was an equity analyst at JPMorgan, managing investments across multiple sectors.

I earned my MBA from the University of North Carolina at Chapel Hill and my BSBA from The Ohio State University with a focus on Finance, Economics, and Spanish. Outside of work, I’m a proud boy mom, dog mom, wife, and avid world traveler who enjoys tennis, golf, and (attempting to) learn new languages.

I’m a seasoned accounting professional with experience in both public and private companies in a variety of industries, including oil and gas, utilities, financial services, private equity, healthcare, and nonprofit foundations.

As a Fractional CFO at Ascent CFO Solutions, I enjoy helping clients with their financial needs, streamlining processes, maximizing efficiencies, and being an integral part of their overall success. Before Ascent CFO, I led an accounting team for a private equity firm in Denver. I have a passion for leadership and building teams, I thrive in fast-paced environments, and have excellent problem-solving and analytical skills.

I hold a Bachelor of Science in Business Administration from the University of Colorado at Boulder, as well as a Master of Professional Accountancy degree from the Metropolitan State University of Denver. I’m also a licensed CPA in Colorado. When I’m not working, I enjoy spending time with my family and watching my children in their sports endeavors. I’m an avid cyclist and love being outdoors.

I have close to 20 years of finance and accounting experience in VC and PE backed companies in a variety of industries ranging from SaaS to Consumer Goods.

I began my career in commercial banking with Silicon Valley Bank before moving on to work as a Controller for one of my SaaS clients, eventually helping to sell it to a strategic investor. Since then, I’ve held roles as Controller, Director of FP&A, and Director of Finance for companies ranging from $5MM to $95MM in annual revenue. My responsibilities have included the ground-up building of KPIs and financial processes as well as diligence and integration of both buy-side and sell-side M&A. I bring these experiences to my work with clients as a Fractional CFO at Ascent CFO Solutions.

I attended the University of Colorado, Boulder, and live in Denver with my wife, daughter, dog, and two cats. When I’m not on the soccer field sidelines, I love working on broken old houses and broken old BMWs and turning a few laps at High Plains Raceway.

At Ascent CFO Solutions, I am able to combine my accounting and auditing expertise with my hands-on business experience. It’s very rewarding for me to be able to problem-solve for my clients and leave things in better shape than I found them, accounting and business-wise that is!

I began my career in public accounting and hold a Bachelor’s Degree from the University of Central Florida in Accounting. As a licensed CPA in Colorado and Florida, I’ve worked with both public and private companies in a variety of industries, including construction, real estate, renewable energy, health care, professional services, high-tech and communications, distribution services, travel and entertainment and non-profit organizations.

When I’m not working, I am passionate about volunteering my professional skills to local non-profit organizations by serving on Board of Directors, finance committees, and treasurer functions. I enjoy traveling, listening to live music and dancing, being outdoors hiking and biking, or just taking in some sunshine with a good book.

I started my career in the extraordinarily difficult aviation industry (capital and labor and information intensive, highly cyclical, low margin, regulated and competitive. And glamorous). I’ve applied what I learned there across several industries, including SaaS, cloud computing, and a 4,000-employee residential technology installation company.

I’ve led the restructuring of several struggling companies (including some on the cusp of bankruptcy), and I’ve guided companies to and through several exits, including a traditional IPO, a public listing through a SPAC merger, a private equity-led majority recap, a sale to a strategic buyer and a sale to a financial buyer.

Business, I think, is fascinating. I enjoy working together as a team to achieve success in the face of multiple challenges and opportunities.

I have an MBA from Columbia University, and an undergraduate degree in, yes, Architectural Psychology (my parents had the same reaction).

When not working, I’m often outside. I have climbed, thus far, 42 of the 50 state high points and two international high points, including Africa’s Mt. Kilimanjaro.

Being a Fractional CFO is exciting as it provides the opportunity of working with a variety of companies, and their challenges, across the full spectrum of industries.

I started my career with a B.S. in Microbiology from Michigan State University, then pursued my MBA in Finance and Accounting from Pennsylvania State University.

I immediately moved into a variety of finance and accounting/management positions at companies like NCR and Xpedx, a division of International Paper. I spent the next nine years working with Corporate Express in a senior financial position as the company pursued an aggressive roll up strategy, purchasing and integrating several billion dollars in acquisitions over a five-year span. This experience empowered me to work with other companies, both large and small, in a CFO capacity as they pursued similar growth strategies inclusive of the operating challenges accompanying those endeavors.

In my free time, I am a competitive equestrian and enjoy showing my jumper in regional competitions. I also enjoy pursuing all the great recreational activities Colorado has to offer, such as skiing and hiking, with my husband and two Great Danes.

Over my 20-year career, I have served companies in the roles of CFO, controller, general manager, and entrepreneur. My experience is diverse, but my passion is the same: I enjoy supporting great business people in achieving their goals and dreams.

As a CFO, I have actively participated in the success of companies during times of transition, including openings, restructures, and mergers. In the course of regular business operations, I have facilitated improvements in organizations through strong, integrated production controls and accounting systems. My experience spans the hospital, home care, medical device, construction, and education industries.

My undergraduate degrees are in Business Finance and Economics from the University of Puget Sound. I also have an MBA in Accounting and Finance from Regis University, and I hold an active CPA license in the state of Colorado.

My family and I love the natural beauty of Colorado. We particularly enjoy fishing, hiking, and snowshoeing. Additionally, we are responsible Labrador Retriever breeders and have three lab family members of our own.

As a Fractional CFO, I enjoy working alongside the creative energy of entrepreneurs, supporting them with my 15+ years of financial and operational experience.

I have worked with high-growth companies who sell direct-to-consumer and companies whose customers include the majority of the country’s largest retailers, including Whole Foods, Trader Joes, Walmart, Costco, Kroger, Aldi, Home Depot and Amazon. I have also worked with business-to-business SaaS and other technology companies. I am adept at creating living, breathing financial models that serve as a guide for financial decision making – identifying and evaluating financing needs and alternatives, M&A and other scenario planning, and exit strategy and timing. At Krispy Kreme Doughnuts, Lucy’s and other organizations, I led teams in FP&A, accounting and finance, HR, IT and risk management, and mentored financial analysts and accountants who have gone on to take significant leadership positions.

I hold an MBA from the University of Virginia’s Darden School, a BA from Emory & Henry College, and I am a Certified Public Accountant (inactive).

I have served on the board and as chair of the finance committee of HabitatForsyth, a Habitat for Humanity affiliate. I enjoy hiking and trail running in Colorado’s mountains.