I help leaders make financial decisions without hesitation.
Most people assume that if you’re smart, accomplished, and experienced, you should naturally feel confident with financial decisions.
That assumption is wrong.
I work with CEOs, founders, and senior leaders who are exceptional at what they do - and quietly uncomfortable when the conversation turns to money.
Not because they lack ability.
Because they were never taught how to lead with financial clarity.
Financial discomfort isn’t weakness. It’s training.
Professionals are trained to:
• Master their craft
• Manage people
• Deliver outcomes
They are not trained to:
• Interpret financial signals under pressure
• Make decisions without perfect information
• Take ownership of numbers without shame
So they do what seems reasonable:
They delegate. They defer. They avoid.
The cost of that avoidance compounds.
I work with leaders in two ways: consulting and speaking.
I support leaders who want clarity, confidence, and stronger decision-making through:
Financial Leadership Consulting
Strategic advisory for CEOs, founders, and leadership teams who want to think clearly, assess risk, and make sound financial decisions.
Speaking & Keynotes
Practical, direct talks that help leaders understand their numbers, make better decisions under pressure, and lead financial conversations with confidence.
Both are designed for leaders who carry responsibility and don’t want theory without application.
Leadership breaks down when clarity disappears.
I’ve spent decades watching capable leaders struggle silently with financial decisions.
I’ve seen:
Meetings stall because no one wants to be wrong
Growth slow because risk is misunderstood
Leaders hand over decisions they should be owning
When leaders understand what their numbers are telling them, decisions get faster, risk becomes visible, and leadership presence changes.
I didn’t come to this work from theory.
I’m a CPA, author, speaker, and financial leadership consultant who has worked inside businesses and alongside leadership teams where decisions had real consequences.
I’ve watched highly intelligent professionals freeze; not because they lacked intelligence, but because clarity was missing and no one wanted to admit it.
That’s the gap my work addresses.
How I Work
I don’t manage finances. I strengthen judgment.
I don’t replace your accountant, CFO, or advisors.
I help you understand enough to lead.
My work focuses on:
• Clarifying what matters
• Supporting calm, confident decisions
• Building financial confidence without ego or shame
This work is for you if:
• You are a decision-maker, not a delegator
• You want clarity, not complexity
• You’re done pretending you “should already know this”
This work is not for you if:
• You want someone else to think for you
• You want technical training without leadership application
• You’re looking for shortcuts
I’m the author of Cash Confident and a contributor to Forbes.
I consult with and speak to leaders who want to make better decisions - not louder ones.
Financial leadership isn’t about knowing everything.
It’s about staying clear when things are uncertain and
making decisions you can stand behind.
If you want that kind of clarity - for yourself or your leadership team - I can help.
