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About Me

I am a Finance and Accounting professional with over a decade of experience across multiple industries including Manufacturing, Consumer Packaged Goods, and Hospitality. I have degrees in Economics and Finance, and most recently completed my MBA at the Hough Graduate School of Business at the University of Florida.

My expertise is in forecasting and budgeting, process improvements, and executive reporting. I am passionate about helping people to learn, and understand that everyone learns in different ways and at different paces. That’s why I do what I do...  I understand that numbers can be intimidating to understand, and that it’s hard to ask questions without judgment. If you’re looking for someone to take their time, break down the process or concepts, and draw parallels between theory and real world execution, I can assist you in that journey.

My mission it to create $1B in net worth by helping 1,000 business owners grow their businesses to more than $1M in value.

Personally, I’ve been married to my wife for just over a decade and we have a bright, silly, handsome young son, and a daughter on the way. I enjoy reading, writing, and teaching.


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Game of Data - A Story of Muffins and Metrics

I’ll begin this post with a confession: I don’t have the best dietary habits (though I swear I’m working on it). My office has a self-service cantina stocked with a variety of foods including candy bars, soft drinks, frozen meals, and, stored in a round wicker basket, the most addictive muffins on the planet. Many mornings, despite my best efforts, I cannot fight the urge to grab my $1.80 muffin from downstairs before plowing into the depths of spreadsheets and ad hoc reports. It’s an addiction, but at least it’s not crack… right? Addictions and self-control aside, nothing frustrates me more than when that little wicker basket is empty when I’ve already committed to quenching my muffin madness. What’s even more frustrating is when I see the vendor’s truck parked outside the loading dock and the rep inside the cantina early in the morning only for the muffin basket to be empty… again. I should take that as sign that it’s time for me to squash my sweet tooth once and for all, but

Making the Budget Process Effective

For many of us in the Finance world, “budget season” is a meaningless measurement of time because we always seem to be in the middle of working on The Budget. Whether we’re looking at capital requirements for the next one, three, five, or even ten years out, planning head counts, or building pro formas, finance professionals spend a considerable amount of time planning for the future. Unfortunately, our prognostications rarely hold true. As actor-director-writer extraordinaire Woody Allen once said “if you want to make God laugh, tell him your plans.” With all the time spent on planning and sharpening the pencil just to miss the mark, why do we even bother with budgeting?  As always, the reality is clouded in shades of grey. No business can truly operate for long without some semblance of a plan. Try taking your latest app idea to the angels of Silicon Valley promising your potential investors that they’ll get their money back “eventually”. Ultimately, we’re forced to admit that p