Kevin is an experienced CFO, Board Member and Business Owner with a diverse background of experience. For many years, he has enjoyed helping businesses grow and improve and also work through tough times like today. He has over 15 years of experience as a CFO plus 15 years of experience in Public Accounting & Management Consulting... SEE MORE
His industry experience includes:
Software
Manufacturing
Retail
Oil & Gas
Distribution
Professional Services
As an experienced CFO, Kevin has assisted companies with Cash Management, Bank Loan Financing, Budgeting, Strategic Planning, Fundraising & Restructuring.
Kevin began his career in 1981 as a Landman with Warren Energy and then as a Financial Consultant with Shearson Lehman/American Express and New York Life Insurance. In 1989, he started his Accounting career, joining Floral Finance Business Services, a CPA Firm serving hundreds of Retail Floral businesses throughout North America. Over 15 years, he provided Accounting, Financial Reporting and Management Consulting services to more than 200 business owners.
In 2005, he started his CFO career with CreditPoint Software, a provider of Credit and Collections Management solutions to businesses in Agriculture, Manufacturing, Banking & Distribution. While CFO of CreditPoint, Kevin learned how to wear multiple hats, and was responsible for Cash Management, Financial Reporting, Board Relations, Investor Relations, Fundraising, Banking, Legal, Audit, Tax & HR.
In 2018, he retired from full-time CFO duties for CreditPoint to start providing CFO Consulting Services to multiple private companies. He remains an Owner in CreditPoint and serves on The Board of Directors.
His CFO Consulting experience included work with Private Equity firms, Pennington Capital and Whiterock Capital, in their work to acquire, build and sell Manufacturing & Distribution businesses.
Kevin and his family have lived in Oklahoma since before statehood and in the Tulsa area since 1918. He is actively involved in his church and multiple civic organizations. He has been married to his Best Friend, Annette LaFortune, for 36 years. He loves to play Clay Court Tennis and spending time in Santa Fe with Annette.
As the son of a Marine Corps Major, he learned at an early age the importance of being Always Faithful. To God, Country & Family.
Kevin treats his clients with loyalty and integrity and prides himself as a Trusted Advisor that his Clients/Partners can count on.
