Department: Fractional CFOs

As a seasoned executive with extensive experience in financial and operational leadership, I have a proven track record of success in driving business growth and profitability. Throughout my career, I have worked with organizations of varying sizes, from high-growth startups to large companies with over a billion in revenue.

Over the course of seventeen years with McKesson’s Healthcare Technology division, I developed a deep understanding of the software development process and SaaS solutions delivery. I later focused on startups and early-stage organizations, leveraging my experience to help them achieve their growth goals, including the acquisition of venture debt and equity funding. My leadership style emphasizes collaboration and data-driven decision-making. I prioritize financial statement accuracy and insightful analysis to ensure successful business outcomes. My passion for presenting to boards and investors enables me to effectively communicate the performance and growth opportunities of a business.

I hold a BA in Business Management with a concentration in Finance from North Carolina State University, as well as an MS in Finance with a specialization in Organizational Leadership from Colorado State University Global. I am also proud to have contributed to the successful growth of Prospect Ridge Academy as a member of the steering committee and inaugural board of directors.

In my free time, I enjoy pursuing outdoor activities such as skiing, cycling, and playing golf.

As a seasoned financial executive with over 30 years of experience, I’ve had the privilege of helping companies across various industries grow and transform. My expertise lies in evolving business models, improving financial information systems, and driving growth for both startups and mature organizations.

Throughout my career, I’ve successfully led companies through critical transitions as a Fractional CFO (14+ years) and business transformation expert. My experience spans sectors including aerospace, apparel, food, healthcare, retail, real estate, technology, and more.

I hold a BS in Business (Accounting) from USC and an MBA from UCLA. I’m also an inactive CPA. I’m the author of the book “Transform Your Company” (2017), and in my free time, I enjoy exploring Colorado, photography, and chasing the white ball in the forest.

I’m a seasoned CFO with over 20 years of experience driving growth, improving operational efficiency, and leading financial transformations. As a Fractional CFO, I work with founder-led, private equity-backed, and multi-entity organizations to modernize finance operations, elevate accounting practices, and build scalable infrastructure.

My background includes doubling EBITDA, overseeing successful M&A transactions, leading ERP implementations (including QuickBooks to NetSuite), and building finance teams from the ground up. I’ve helped companies prepare for and pass GAAP audits, navigate through complex divestitures, and support strategic exits to private equity.

I bring a hands-on, collaborative style to the teams I work with. I am equally comfortable in the boardroom and the details, focused on driving results and creating long-term value. I began my career at PwC and hold an active CPA license.

Based in Colorado, I enjoy working closely with leadership teams to solve complex challenges and help companies thrive through every stage of growth.

As a seasoned financial executive, I am adept at guiding companies through periods of dynamic growth. With a career spanning over two decades, I have developed a holistic understanding of financial management and strategic planning. My journey reflects a commitment to excellence, a dedication to collaborative success, and a proven track record of contributing significantly to the success of both startup ventures and established businesses.

Having successfully navigated the complexities of various industries such as CPG, aerospace, and alternative energy, my finance and accounting proficiency also spans manufacturing, government contracting, and professional services. In addition to being a Certified Public Accountant (CPA), I am Certified in Financial Forensics, a Certified Fraud Examiner, a Certified Valuation Analyst (inactive), and a Senior Certified Professional (inactive).

In my free time, I find joy in quality family moments, indulging in the art of cooking, and immersing myself in captivating books. I have also contributed my time and expertise as a board member for the Matthew Shepard Foundation, the Alliance of Professional Women, and the Colorado LGBT Bar Association.

I have 25 years of venture capital, finance, and operations experience with high-growth companies in multiple industries. My previous two exits as CFO were with a workforce management software consulting firm and, most recently, a SaaS video-on-demand provider focused on the health and fitness industry. Both of these companies grew rapidly, raised outside capital, and had successful exits with private equity and strategic buyers.

I am enthusiastic about working with executive and leadership teams to overcome the unique challenges that companies face in different industries. I am an operations-focused CFO who excels at the data-driven decision-making process which can lead directly to a company’s success.

I earned my Bachelor’s degree in Financial Management from Clemson University and my MBA in Entrepreneurship/Technology and Innovation Management from the University of Colorado, Boulder. I am an avid traveler who enjoys hiking, snowboarding, mountain biking, and spending time with my family.

I am a believer that when leaders have the right measurement tools, it can propel a company to higher levels. I enjoy helping teams reach their full potential by finding the right solutions for individualized businesses.

The majority of my career has focused on the technology space, working with software engineering companies through all stages of growth. I came to Ascent CFO Solutions after a position as CFO of a private equity-backed software engineering firm with a presence primarily in Eastern Europe. I have helped companies of various sizes and geographic locations through M&A opportunities on both the buy and sell side. I also have extensive experience creating budgets and reporting packages for stakeholders, including boards, debt holders, and private equity groups.

I have a BS in Finance from the University of Colorado Boulder, an MBA in Global Business Development from Denver University, and I am an active CMA. In my spare time, I love to ski, travel the world, and spend time with my husband and two kids.

I am an action-oriented, outside-of-the-box thinker who finds growing companies very exciting. I am thrilled that I joined the Ascent CFO team in a role where I partner with leadership teams to give them clear visibility into how to drive growth in their businesses.

I started my career as a CPA with Ernst & Young and spent 10 years with LandAmerica Financial Group in a variety of roles, including multiple M&A projects. After a couple of years in oil and gas, I spent 12 years in home-building and experienced great satisfaction overcoming challenges with amazing people.

As the SVP of Operations for an online crowd-funded lending company, I had the pleasure of working with emerging and growing businesses that accessed over $1 billion. Most recently, I served as the CFO for an HVAC company where I guided them through their Employee Stock Ownership Plan transition and the recent acquisition which increased operations by 40%.

I have a B.S. in Accounting from CSU. I enjoyed participating in sprint triathlons, half-marathons, and one very exhausting full marathon, but I have learned to fully appreciate quiet moments on the patio by the fire with my family and our two precious dogs.

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.

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.