About
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I've spent my career as a CFO and company builder, working with startups, venture capital firms, and Fortune 500 companies. I began in public accounting, performing audit, tax, and ERP implementations, then moved into executive finance and operations roles across manufacturing, construction, hospitality, and B2B SaaS.
My foundation is an undergraduate degree in accounting and MIS and a Master's in Corporate Finance, plus further work in blockchain and no-code AI programming with MIT.
Today I'm focused on putting AI agents to work in small and medium-sized businesses, using them to compress operating cycle times and, in turn, forecast cash flow more accurately. Realizing that potential means bringing a Chief AI Officer role into the C-suite, either by assigning it to an existing officer or by adding the position.
Outside work, I'm a father of four who loves hiking, biking, golf, and any activity that brings the family together.
In public practice I performed audit, review, and compilation engagements, including consolidations under the full, equity, cost, and proportional methods.

Career
- 2023 – presentBusiness Finance AIFounder and fractional CFO. Finance leadership and AI advisory for small and mid-sized businesses.
- 2024 – 2026Water Valley Company, Hospitality DivisionCFO. Built a new finance department from scratch, consolidated stand-alone systems into one ERP, put AI agents on payables, tax, and reporting, and, with the team, improved annual cash flow by more than $3 million on a sub-$20 million revenue base by giving managers daily visibility of spending against budget.
- 2021 – 2024Innosphere Ventures FundCFO of two early-stage funds investing in B2B SaaS, cleantech, and medtech. Built the fund's due diligence procedures; helped raise a third of Fund II.
- 2023ResourceXCFO through the sale to Tyler Technologies: GAAP rebuild, data room, and acquirer diligence.
- 2016 – 2023Community FundedBoard of Directors. Took the company through due diligence with private equity firm K1, which was looking to buy it, then through the final sale to GiveCampus, which came in with a better offer.
- 2021 – presentGelSana TherapeuticsBoard observer and investor.
- 2018 – presentInnosphere Ventures Fund IAdvisory board member overseeing portfolio company finance, accounting, and risk management.
- 2014 – presentHerdStrongAdvisory board member, investor, and lender.
- 1997 – 2014Roche ConstructorsCFO. Finance, accounting, risk, HR, and IT for more than $1 billion in contract work; helped build an energy company and sell its assets to Chevron.
- 1991 – 1997Flood and PetersonCFO of a regional insurance agency; licensed commercial insurance broker.
- 1988 – 1991Interlake CorporationSenior international auditor for a Fortune 500 manufacturer, across the United States, Europe, and Mexico.
- 1983 – 1988Roper, Ackerman and Pring, PCAudit, review, tax, and systems work for construction, manufacturing, and service clients. Passed the CPA exam.
Credentials
- Master of Science, Corporate Finance, Colorado State University
- BBA, Accounting and Management Information Systems, Central Michigan University
- Certificate, No Code AI and Machine Learning, MIT Professional Education (2024)
- Blockchain Fundamentals for Accounting and Finance Professionals, AICPA
- Inactive CPA, Colorado
- Member, American Institute of Certified Public Accountants
Want to talk about your business? That is the best way to find out if we are a fit.