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Work Background
Leaf & Ledger AdvisorsManaging Partner
May. 2025Pennsylvania, United StatesWith 19 years of experience as a CFO and a background in corporate accounting across real estate, construction, and hospitality, I bring strategic financial leadership to cannabis businesses navigating complexity and growth. As Managing Partner of Leaf & Ledger Advisors, I specialize in delivering white-glove fractional CFO services tailored to startups and multi-entity operations in the cannabis, hemp, and CBD space. Leaf & Ledger's mission is to be the financial backbone for emerging and scaling operators—turning messy books into audit-ready financials, building KPIs that drive real decisions, and helping founders build sustainable, profitable companies in a highly regulated space. I believe that great financial strategy is rooted in discipline, not guesswork. That’s why my approach is centered on clarity, data, and long-term growth—not emotional decision-making.
The Wyndcroft SchoolChief Financial Officer
Jan. 2024Pottstown, Pennsylvania, United StatesAs CFO of The Wyndcroft School, a respected private PK–8 institution, I bring over 20 years of experience in financial leadership, operational strategy, and mission-aligned resource management. I am passionate about aligning financial stewardship with academic excellence, ensuring that every dollar supports the growth, equity, and long-term sustainability of our learning community. My role encompasses budgeting, forecasting, endowment oversight, tuition modeling, facilities planning, and compliance—driving transparency and strategic clarity for leadership, faculty, board members, and families. Whether navigating capital campaigns, managing multi-million-dollar budgets, or optimizing internal controls, I aim to bring a balanced, student-focused perspective to every decision. I work closely with the Head of School, Board of Trustees, and administrative teams to ensure financial health while upholding the school's values and mission. My leadership is rooted in collaboration, accountability, and a deep respect for the role education plays in shaping futures.
Shaner HotelsStaff Accountant
Jan. 2019 - Dec. 2022State College, Pennsylvania, United StatesIn my role as a Staff Accountant at Shaner Hotels, I was responsible for the production and analysis of detailed financial reports, conducting reconciliations, and implementing a diversity, equity, and inclusion initiative using Lean Six Sigma methodology. I also created surveys to assess employee satisfaction and workplace culture, presenting the results to senior leadership for strategic decision-making.
The FIRM Financial GroupPartner- NMLS #1198597
Jan. 2005 - Dec. 2019State College, Pennsylvania AreaAs the Chief Financial Officer at The FIRM Financial Group, I was responsible for overseeing all financial operations and driving strategic initiatives that support the company’s growth and profitability in the competitive mortgage industry. With a focus on financial planning, capital management, and risk mitigation, I work alongside the executive team to guide the company through complex regulatory environments and evolving market conditions. Key responsibilities include managing the company's financial health, optimizing capital structure, overseeing warehouse and securitization activities, and ensuring compliance with mortgage industry regulations. My team and I provide actionable insights through financial reporting, analysis, and forecasting to drive performance, inform decision-making, and support the company’s long-term objectives. With deep experience in the mortgage lending sector, I bring a strong understanding of the capital markets, secondary mortgage markets, and investor relations, all while fostering a culture of transparency and financial integrity. My role also involves managing relationships with key stakeholders, including investors, regulators, and banking partners, to ensure sustainable financial growth and mitigate potential risks.
1st American MortgageBranch Manager
Jan. 2002 - Dec. 2011I spearheaded loan origination efforts, surpassing $100 million from 2003 to 2011. As a key member of the President's Club, I founded and managed a call center with 18 Loan Officers, achieving an annual loan volume of $300 million. I ensured seamless operations by overseeing the loan pipeline and recruiting, training, and evaluating new loan officers.
USA TitleAccounting Manager
Jan. 1999 - Dec. 2002I led financial operations with a focus on accuracy, efficiency, and regulatory compliance, ensuring seamless financial reporting, payroll management, and audit adherence. Overseeing accounts payable and receivable, I streamlined processes to enhance transparency and fiscal responsibility. Beyond finance, I developed and implemented HR protocols covering onboarding, payroll processing, benefits administration, and employee record-keeping—ensuring operational consistency and compliance. My leadership extended to serving as interim Vice President, where I guided the organization through a critical transition, maintaining business continuity and achieving key strategic goals.
M.C. Dean, Inc.Project Accountant
Jan. 1998 - Dec. 1999Chantilly, Virginia, United StatesLed the establishment of accounting department structure and job costing system, overseeing accounts receivable and payable procedures. Managed weekly payroll for 25 Traffic Signal Technicians and directed maintenance projects for the traffic signal system in D.C.
Atlanta BravesPlayer
Jan. 1997 - Dec. 1999As a professional baseball player for the Atlanta Braves, I honed my skills in game execution, teamwork, and mental resilience. I competed at the highest level, representing the organization with professionalism and engaging with fans and media. My experience instilled a competitive mindset and strategic thinking that continue to influence my leadership today.
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