Austin, Texas, United States
I bring 25 years of financial and operational leadership predominantly in the software (SaaS) and professional services fields, spanning both enterprise and verticals (fintech, real estate, HR, healthcare) across global organizations. I've led founder, private equity and venture-backed companies, culminating in successful transactions for sponsors. I help scaling companies secure and deploy capital, directing business units with a sense of urgency and excellence, while ensuring financial and strategic alignment. I partner with Board members and owners to focus on growth initiatives and empower my teams to collaborate and automate wherever possible to achieve corporate and personal goals, and make an attempt to learn something everyday.
As CFO I direct the Company's financial operations, tapping my passions for technology and wellness to help position the Company for its next phase of growth. Practice Better, a Five Elms Capital portfolio company, is a leading all-in-one practice management software solution transforming how Health & Wellness professionals run their practices and support their clients. Trusted by practitioners across the globe, Practice Better empowers wellness professionals to streamline admin work, engage clients and scale their practices beyond traditional 1:1 models. Thousands of health & wellness professionals rely on Practice Better to scale smarter and empower their clients to live better.
As a CFO consultant, I draw on my 25+ years experience as an operator, financial steward, and trusted advisor to investors, founders, and CEOs for companies from pre-revenue to $100m ARR. I begin every engagement by immersing myself in the business—observing, listening, and asking the right questions. This approach surfaces key insights that I translate into strategic, actionable recommendations to help leaders navigate blind spots, unlock opportunities, and solve complex challenges. My services span interim and fractional CFO leadership, operational finance support (optimization, modernization, and integration projects), transaction diligence, and strategic planning through budgeting, forecasting, and financial performance analysis. I bring a distinctive blend of instinct, experience, and curiosity to every engagement. Grounded in transparency and authenticity, my approach often surfaces insights others might miss—so expect a few surprises along the way. As a former competitive gymnast, I lead with tenacity, precision, and a deep commitment to excellence. When we work together, you can count on a true partner who's fully invested in your success.
Austin Chapter, CFO Leadership Council: We are a professional association whose mission is to empower senior financial executives to realize success in their careers, as well as for the people and companies they lead. Our members realize this success through the collaborative and energetic community we foster, which helps them build a professional network of their peers, as well as involves them in engaging discussions, both in-person and online, that deliver pragmatic and tangible insights on business and leadership issues.
At Sentrics, we are committed to the vitality and safety of Seniors. We leverage data science, interactive smart room technology, and communication channels to deliver a 360-degree view of a resident’s physical, medical, social, and behavioral status to help anticipate needs and prevent adverse events.
I joined Grace Hill filling a 1-year CFO vacancy, where I rebuilt 90% of the CFO org and established an IT/Systems group internally. Within 6 months facilitated an acquisition, got the Company diligence-ready with Customer Cube and QoE, Partnered with William Blair on sell-side materials and executed an exit from Stone Point Capital to Aurora Capital Partners (all within 9 months of hire). I partnered with the new Executive Team under Aurora to successfully integrate acquisitions, bring to market a new product, and scale while navigating the post-COVID environment to expand profitability and assist in driving NRR over 100%.