Department: Fractional CFOs

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.

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.

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.

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 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.

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.