About me.

I’m one of the principals of a small family office. I am one of three families, which matters because it means I’m playing with my own money. I serve as the CFO at the family office level and have worn the CEO hat for several of our operating companies over the years. As our portfolio grew, I handed off the CEO roles. Running a half-dozen businesses simultaneously means wearing too many cheerleader hats.

My background is finance and accounting, with enough sales and operations experience mixed in to know how to create profit, not just measure it. Day-to-day, I sit at the intersection of capital allocation, financial strategy, and the administrative chaos inherent in building a business. I have visibility into the behind-the-scenes of what it actually costs (financially and otherwise) to acquire, run, and grow companies.