I have over 25 years experience as a Fractional CFO, Entrepreneur Coach, Executive Coach, and Public Accountant across a wide range of industries. My primary areas of expertise include advisory services, management consulting, accounting, taxation, financial planning, investing in public and private companies. Experience with industries such construction, restaurants, technology, commercial and residential real estate, transportation, education, health care, safety, wholesalers, retailers, pharmacies, fishing, forestry, farming, oil and gas, communications, tourism, insurance and investments, municipalities, defense/military, wind energy, automotive, industrial products, consumer products, etc. Experience investing in Stock Market Companies, ETFs, Mutual Funds, Private Companies, etc.

CPA

CPA

CA

CA

CMA

CMA

CFP

CFP