25 years on every side of the finance desk.
I've been a banker, an auditor, and for the last 16 years a CFO. Most of that time has been in healthcare: physician practice operations, revenue cycle, and the unglamorous work of making a practice's money actually make sense. The rest spans product distribution and public accounting, which gives me a practical lens on how capital, operations, and risk connect in real businesses.
I'm most effective in environments that require building, fixing, or scaling the financial engine behind the business. Right now, I'm taking on a select number of fractional CFO engagements with healthcare and specialty practices that want exactly that.
A few principles I don't bend on
Cash flow is the truth
Everything starts there. Profit on paper means nothing if cash doesn't follow.
Finance and operations are one thing
Reporting without execution is just noise. The numbers should change what happens next.
Clarity beats more data
Leadership needs actionable insight, not another dashboard nobody opens.
I'm not a bookkeeper and I'm not a billing company. I'm the person who reads what they produce and tells you what it means and what I'd do about it.
Nobody ever showed them.
My grandfather had a general store in my hometown. Then, Wal-Mart came into our town. So growing up, I watched his store decline and collapse firsthand. Ultimately, he filed for bankruptcy. Several years later, something similar happened again in my family, and it ended in another bankruptcy.
Nobody in my family was bad at their work. They were bad at the money part, and nobody ever showed them. That's the whole reason I learned it.
So when a practice owner tells me the numbers make them feel stupid, I don't think they're stupid. I think nobody ever sat down and explained it to them, and that's a fixable problem. It's the part of this job that actually fills my bucket: watching somebody finally see what they have, what they don't, and where they need to be.
If your numbers feel like a black box, let's open it up.
First conversation's on me. No pitch, just a straight look at where things stand.