Non-traditional has always been a way to describe me. I started school at 18 but didn't finish college until 10 years later and that is when I started being called a"non-traditional student" which is apropos. I was non-traditional and matriculated a BSc and a Master's in Accountancy. Which sounds boring until you learn it took me 6 years because I lived in France one year to learn French and soak in some culture in one of the world's finest wine and food regions on Earth. I am not exaggerating. Then, to finish my Master's degree I studied abroad for the summer of 2008 in Copenhagen, Denmark. Some of the best times of my life and so very, very educational about what matters in life. Working hard, being present, enjoying our work and our play, being highly ethical, treating all people with decency which I find hard to believe is in today's time something that needs to be said.  After school I became a CPA while working for Deloitte Audit in the Charlotte, NC office. I was a 31 year old first year auditor. It was awkward. I knew from my internship I didn't want to make partner for a firm. It wasn't my bag, baby. I like to be, what's the best way to say it? Non-traditional.  I left the firm after making senior because I knew it wasn't the right fit.

 

I have worked at some really cool places back in Charlotte. I got to wear a lot of hats. I have been an internal auditor, FP&A senior analyst, internal controls SME, management consultant, policy writer, and more. I was the three-year Treasurer of my homebrew club which hosted an annual beer festival that raised over $750,000 for charity over 15 plus years. I currently sit on the Board of the Yamhill Community Action Partnership (YCAP) helping provide governance and oversight for their critical mission. 

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I have worked in some cool industries like aerospace and defense manufacturing, packaging manufacturing, dental manufacturing, tribal government and casino, energy, and banking. I have been fortunate to travel to some cool places like Toulouse, France where Airbus builds its A320 aircraft; Vergennes, Vermont near beautiful Green Mountain; Tianjin, China where I took a side trip to Beijing; or Torino, Italy in all its beauty and history. ​

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I started this firm the year before this pandemic with the intention to help people solve problems and give them more free time. I love helping people. I love solving problems as a trusted advisor who isn't afraid to roll up his sleeves and do the work or provide credible challenge where needed to improve things. This is the same type of 

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Here at the firm. We like to work. We are present and decisive. We love to accomplish goals and earn rewards. We cherish and take advantage of our personal time.

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We do it all with drive, passion, and a sense of urgency (unless we are taking it easy). ​

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Our question to you is simple and timeless as service providers, how can we help you?