• Why did you want to become a fractional CFO? 

I am excited about the opportunity to work with diverse local businesses that can leverage my financial expertise to ignite their next phase of growth – whether that’s scaling operations, improving cash flow management, or preparing for major strategic initiatives.
Each client brings unique challenges and opportunities, and I find that the insights I gain from one business often create value for others. Additionally, being part of an organization that fosters collaboration among CFOs means I can tap into collective expertise and best practices, ultimately delivering even better results for my clients. Essentially, it combines my love for strategic financial leadership with the entrepreneurial spirit of helping growing businesses reach their potential.

• Why do you enjoy the industries you focus on and why do you bring value to those industries?

Technology, professional services, and non-profit industries are looking for leaders who can lever innovation to create value – whether that’s building better products, delivering superior customer experiences, or maximizing social impact with limited resources. I enjoy digging deep into products and technology to surface data that helps business leaders make strategic decisions. In the technology sector, I thrive on analyzing product roadmaps and identifying opportunities where the right partnerships or technical evolution can accelerate growth. The services industry appeals to me because it’s where technology meets human needs – there’s always a puzzle to solve around how to deliver better outcomes more efficiently.

• What are common challenges that you see in business?
  

Strategic Misalignment: Without clear prioritization frameworks tied to strategic objectives, organizations often find themselves working on projects that feel productive but don’t actually advance their core business goals. This creates busy work that consumes resources without generating returns. As a CFO, I find my time is split between classic finance and ensuring strategic planning discipline. Creating processes to evaluate projects against strategic fit and expected ROI helps organizations make more thoughtful decisions about where to invest their limited resources. Other common business challenges that often interconnect with this prioritization issue include poor communication driven by leadership’s scattered focus, team burnout from constantly shifting priorities, and missed market opportunities because resources were tied up in less valuable pursuits.

• What podcasts do you recommend?

I keep current with podcasts. A personal favorite, not necessarily business related is Freakonomics. I listen to that one weekly. A few professional ones that I enjoy and get tips from: CFO Thought Leader, The Modern CFO and The Growth Minded CFO.