I'm a finance and business leader based in Pebble Beach, California. My lifelong passion for business strategy and finance actually started at the Jersey Shore in our small, family business. We had the best  product, end-to-end integration, and supply chain in our industry. Yet, the venture ultimately wasn't successful—not because of the product, but due to a lack of financial sophistication and operational strategy and execution.

That experience was my catalyst. It ignited my drive to master finance, business design, and strategic operations so I could help companies thrive.

Experience & Leadership

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• Wall Street Roots: I spent the first decade of my career in investment banking across New York and San Francisco. It was an incredible training ground where I honed my expertise in fund raising, leveraged buyouts, M&A, IPOs, financial modeling, and capital structure optimization.

• Private Equity-Backed Growth: Transitioning to the corporate side, I served as CFO of a private equity-backed restaurant company, leading financial operations to drive growth and shareholder value while leveraging technology for a strategic advantage.

• Kaiser Permanente: What began as a three-month consulting assignment evolved into a 10-year tenure. I helped this massive healthcare organization sharpen its finance skills, focus on returns, and invest strategically in the largest civilian implementation of electronic medical records without losing sight of its non-profit mission.

• Driscoll's Berries: As CFO of Research & Development, I managed the financial strategy for this global agricultural leader, partnering directly with a large team of PhDs to quantify outcomes and drive tangible enterprise value.
   

My Approach & Value Proposition

My passion is leading edge technology, hyper scaling and partnering with founders so I decided to start my own company to maximize impact.  For the past 18 months, I have leveraged my experience as a finance leader and advisor, focusing heavily on new technologies, AI-driven ventures, and building my own entrepreneurial projects. I love operating at the edge of technology and believe deeply in the transformative power of finance in evolving markets.

My talent stack is built on a unique foundation. While my background is strictly finance, my core strengths actually lie in business design, mechanical reasoning, and spatial relations. This allows me to see the "architecture" of a business, not just the spreadsheet.

When I partner with a company, I bring:
 

• Financial Modeling & Forecasting: I build dynamic, high-level models for scenario analysis and strategic planning, translating complex data into clear, actionable insights.

• Capital Optimization & Fundraising: I develop targeted fundraising strategies—including PropTech, Seed, Series A, and non-dilutive options—positioning companies for successful capital raises.

• Operational Efficiency: I implement quantifiable frameworks and KPIs to drive performance, streamline processes, and build accountability across all departments.

• Shareholder Value Creation: My ultimate focus is always on increasing enterprise value, ensuring sustainability, and preparing for liquidity events or exits.

• Strategic Guidance: I serve as a sounding board and strategic partner to CEOs, helping them navigate complex challenges and execute on critical revenue drivers.
   

I am committed to partnering with innovative founders—offering not just financial execution, but the strategic advisory needed to turn a great vision into a thriving, sustainable reality.