Matthews, NC CFO
31 Years of Experience
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My passion is to help business owners achieve their goals and increase their wealth and I am honored to be part of such a high integrity, values-based firm that shares my sentiment and provides the support I need to serve my clients. I am intimately familiar with doing more with less and the ups and downs of running a mid-sized business and this is a key motivator for me in assisting owners through their journey.
Examples of how help business owners:
A little more about myself:
I discovered my love of business while in college when I sold advertising for a couple of small-town newspapers. This endeavor was a natural progression from my passion for team sports that I grew up with. After college I worked for one of the big CPA firms for four years where much of my client base was manufacturing as well as retail, healthcare and financial services. This led to a two-year stint in Internal Audit for a medical manufacturing company. From there I moved on to be owner/custodian of the books and worked my way up to become a CFO of global mid-market hi-tech companies.
I am a CPA and earned a BS degree in Accounting and an MBA from Bentley University. Much of my career was spent in the Boston area however I am now based in Charlotte since 2017 with my wife and two young teenagers. We are lovers of learning, teaching, giving, travel, nature and all living things.
Brief on my previous experience:
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