About Controller Advisory
Financial Leadership Built on Experience. Enhanced by Technology.
Controller Advisory helps organizations improve financial performance, strengthen operations, and make better business decisions through experienced financial leadership and modern technology.
Trust • Curiosity • Judgmen
Our Story
For more than 25 years, I’ve had the privilege of helping organizations navigate financial challenges, improve operations, and make better business decisions.
My career began in public accounting, where I built a strong foundation in accounting principles, financial reporting, and client service. From there, I moved into industry, serving in Controller, CFO, and executive finance leadership roles across a variety of organizations. Today, I continue that journey as a Vice President and Controller at one of the world’s leading financial institutions.
Throughout my career, one thing has remained constant:
Strong financial leadership is about much more than producing accurate financial statements. It’s about helping people make better decisions.
Trust
Strong relationships begin with trust.
I believe in being transparent, dependable, and delivering on commitments. Financial leaders earn confidence through integrity, consistency, and accountability..
Curiousity
The numbers tell a story—but only if we’re willing to ask the right questions.
Curiosity leads to stronger insights, better analysis, and continuous improvement.
Judgment
Financial leadership isn’t simply reporting what happened.
It’s helping organizations understand what matters most and making thoughtful decisions that create long-term value.
How I Work
- Lead By Example
- Roll up my sleeves when needed
- Build trusted relationships
- Deliver practical solutions
- Embrace technology without losing the human element
- Help organizations make confident decisions
I believe the best financial leaders don’t sit on the sidelines. Whether improving financial processes, solving operational challenges, implementing technology, or partnering with executive leadership, my goal is simple—to help organizations succeed.