Our mission is to protect and empower small to mid-sized businesses through strategic financial leadership grounded in integrity, transparency, and long-term thinking.
This mission is personal. My great-grandfather lost his wealth at age 60 due to embezzlement by a company CEO. He responded not with bitterness, but with action — launching his own insulation company the next day and working with integrity until the end of his life.
His story fuels our drive to educate, coach, and serve business owners, helping them manage and grow the right way — with structure, transparency, and strategic foresight.
Our vision is to be the trusted financial steward for privately held and family-owned businesses — providing clarity, accountability, and long-term value creation.
We want to shift the role of a CFO from a reactive analyst to a proactive gatekeeper of integrity. By making world-class financial systems accessible to SMBs, we help business owners build lasting, generational impact.
Every recommendation is grounded in truth and transparency.
We focus on substance, not flash, building responsible and sustainable businesses.
We teach financial literacy so clients can lead with confidence.
We help businesses plan beyond today — for succession, scale, and stability.
Like my great-grandfather, we rise through action, not excuses.
Specialized expertise for financial industry businesses.
Financial leadership for franchise operations and growth.
Strategic financial guidance for tech-focused companies.
Serving Oil & Gas, Manufacturing, and Law Firms with tailored solutions.
Evaluate your current financial structure and identify opportunities.
Continuously refine strategies to maximize profitability and performance.
Develop tailored financial strategies aligned with your business goals.
Execute financial systems and processes that drive growth.
Founder, Irongate Financial Services
Accomplished finance executive with 17+ years of expertise in financial strategy, corporate finance, and forensic accounting. As a Fractional CFO, I partner with SMBs to provide high-level financial leadership, optimize cash flow, and drive strategic growth.
Leveraging a background in financial planning, reporting, and forensic analysis, I also serve as an expert witness in legal disputes, offering independent financial assessments and testimony. Former ExxonMobil financial leader with global experience across multiple business lines and industries.
Fractional CFO, financial strategist, and expert witness with 17+ years of experience. Former ExxonMobil executive bringing enterprise financial discipline to SMBs nationwide.
Is it time to bring in a fractional CFO? You don’t have to manage your company’s finances alone. Whether you’re growing fast, preparing for a transaction, or recovering from financial missteps — we can help bring clarity and control to your bottom line.
Global financial expertise across multiple industries
Specialized in small to mid-sized growing businesses
Committed to delivering exceptional financial leadership
