Financial Planning and Analysis

• Serve as the lead financial strategist for assigned clients
• Provide insights and recommendations to support executive decision-making
• Assist client’s Leadership Team with developing and monitoring short-term initiatives and long-term strategic plans
• Advise on capital structure, financing options, and long-term financial planning
• Build financial models to support strategic initiatives and scenario planning
• Ensure financial statements accuracy, completeness, and compliance with GAAP or applicable frameworks
• Present financial results, including financial analytics, and provide actionable financial insights to client leadership

Fractional CFO

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales

Financial Group

Financial Associate