MY STORY

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I’m a CPA with an MBA and a background in commercial lending.  I'm also a top LinkedIn voice in finance with a global community of 450,000+ professionals and over 150 million views on my real-world insight posts that help leaders make smarter moves, faster.

For 15+ years, I’ve helped CEOs scale from $1M to $100M+—not by managing spreadsheets, but by mastering capital. I’ve advised hundreds of companies through 8–9 figure raises, M&A, restructurings, and valuation growth. Not theory—execution.

And I kept seeing the same thing: even the smartest leaders lacked the financial infrastructure to scale confidently. A bookkeeper, maybe a controller, and a basic forecast—but no system to align capital, performance, and long-term value.

That’s why I built Financiario—the only strategic finance system that gives CEOs CFO-level planning, forecasting, and insight without the overhead. 

And it’s why I teach the CEO Financial Intelligence Program—a 6-week accelerator that helps leaders transform decision making with financial foresight to build real business value.

You don’t need to become your own CFO. But if you want to grow, raise capital, and earn stakeholder trust—you need to lead with finance.