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Work Background
ATP Advisors ™Owner, Fractional Hybrid CFO & Controller
Aug. 2019Dallas/Fort Worth AreaFormed in 2019 as a strategic partnership, ATP Advisors, LLC provides focused advisement and energy for company owners and executives wanting to achieve defined outcomes for their companies. ATP (Adenosine Triphosphate) is the energy currency of cells in our body and ATP Advisors is the energy currency for businesses. We seek client partners in need of EXECUTION, ROLLOUT, LAUNCH, SAVINGS, UTILIZATION, MERGER, SALE, ACQUISION, PROJECT COMPLETION, CHANGE and MOVEMENT. Just as our bodies produce and store energy for future use from the types of food we consume, companies also internally create and store energy within themselves. For companies, strategic goals, initiatives and projects are a main source of nutrition. Clearly defined and manged goals initiatives yield higher, more efficient energy output needed to execute movement. ATP's ideal partner is a small to mid-size business owner or executive focused on movement in the following areas: - Defining strategic goals and/or managing strategic goals & planning
- Strategic planning for Employee Benefits Planning & Corporate Risk management - Support with Merger and Acqusition initiatives
- Multi-year planning for the sales of a business
- Due Diligence document preparation & planning
- Rolling out new sales and operations initiatives
- Utilizing internal & external shared services - Client accounting services, training, project support and best practices for internal operational staff & financial reporting - Line of Business or Overhead cost review to increase profit margins
- Executing internal employee initiatives or operational changes ATP Advisors is a progressive, modern firm for those seeking an intentional energy shot to achieving their goals.
Acrisure dba GDP Advisors, LLCChief Financial Officer/Director of Operations
May. 2015 - Aug. 2019McKinney, TXGDP Advisors, LLC is a risk management advisory firm specializing in Employee Benefits Member Captives and Single Parent Commercial Insurance solutions. We closely align with business owners and executives looking for a long-term path for cost containment, asset management and ownership solutions in their risk management and insurance portfolio. Our National Employee Benefits plan allows mid-sized employers to approach the insurance market together to achieve better buying power, pool the risk and gain better transparency and forecasting of claims. The result is an average rate decrease of 15-20% and annual renewal at or near the consumer price index. Clients enrolled in our program are averaging less than a 4% increase in their employee benefits annually and have access to concierge employee advocate services, 24 hour physician services, wellness programs and access to our specialty commercial program service offerings. GDP Advisors specializes in original program development aligned with associations, franchises or group purchasing organizations including Dominos Pizza, Papa Johns, Hungry Howies and the Electronic Security Association. GDP Advisors is a forward-thinking, growing organization who demonstrates quantifiable results with our clients, advise people providing a gateway for the traditional unattainable to be achievable and offer long-term versus traditionally short-term solutions for our clients. We differ from other firms by serving as an advisor rather than just placing insurance.
Lester & Company P.C.Controller - Client Accounting Services
Nov. 2014 - May. 2015Dallas, TXLester + Co. is a Dallas based CPA firm specializing in tax and cloud based accounting services. We are an end to end accounting and tax solution for business owners looking for real-time, comprehensive financial consolidation, reporting and analysis across multiple business entities. Lester + Co. partners with multiple leaders in web-based technology solutions enabling full integration with POS systems, payroll, billing, accounts payable and time and expense report submission, approval, audit, and reimbursement. On-demand accounting software solutions are best suited for organizations that have outgrown their entry level accounting software and require deeper functionality and visibility into their finances and business operations or first-time business and franchise owners looking for on-demand financial data monitoring and reporting. Lester & Co. is a CPA firm going beyond the transaction processing of typical outsourced bookkeeping firms by investing and leveraging the latest technology for our clients.
Venturity Financial PartnersController
Feb. 2007 - Aug. 2014Addison, TexasVenturity Financial Partners offers a full spectrum of Controllership and financial transaction processing support services. Venturity is an alternative in-house bookkeeping service with a comprehensive service offering that can be tailored to meet your specific needs. The organization works with a wide variety of companies representing many different industries. Clients typically have revenues of $2+ million.
Dallas Symphony OrchestraController
Mar. 2003 - Feb. 2007
ParagoSenior Manager of Accounting
Apr. 2001 - Mar. 2003
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