As the leader of MGO’s Financial Services group, I leverage extensive industry knowledge, insight into the potential risks and problems organizations face, and a clear focus on delivering value — all shaped by more than 20 years of public accounting experience. Primarily serving financial services and middle market firms, I help clients grow by overcoming the challenges that come with being an innovative startup, a rapidly growing business, or a well-established corporation already leading the way.
I also provide top-tier finance, business, accounting, and operational guidance on investment vehicles — like venture capital funds, private equity firms, and family investment offices. My outsourced CFO services allow you to focus on seamlessly growing your organization.
When I’m not serving clients, I enjoy leading MGO’s personnel development and professional training for the Client Accounting Services group. This allows me to develop our next generation of leaders so they are ready to provide you with the service you expect from MGO.
