
CFO | Author | Speaker | Passionate about helping founders build long-lasting financially sustainable businesses that reflect who they are
Founder @ ThreeStone Solutions · Tampa, FL, USA
Open to advisory
Makes warm intros to
5
Hours / month
I’ve spent over 20 years in finance, but the work I do today is a lot more grounded than titles or credentials.
I work with founders who are building real businesses and want to do it the right way. Not just chasing growth, but building something that actually holds up… financially, operationally, and personally.
Most of the founders I meet are in that in-between stage. Revenue is there. The vision is clear. Yet the numbers feel messy, decisions feel heavier than they should, and cash never seems to stretch as far as expected. That is usually where I step in.
Through my firm, ThreeStone Solutions, I act as a fractional CFO and strategic partner. I help founders understand what is actually happening in their business, where money is being lost or trapped, and how to turn that into disciplined, confident decisions. The goal is simple. More control, stronger margins, and a business that can grow without constantly feeling like it is on edge.
I have worked across public, private, venture-backed, and private equity-backed companies, and I have led finance teams at scale. I have also built from the ground up, which changes how you see everything.
What tends to resonate most with founders is that I do not approach finance as just numbers. I look at how the business is being run. Systems, pricing, operations, decision-making. There is usually a gap between what a founder says they want and what their financials are actually supporting. That gap is where most of the pressure lives. Fixing it is where things start to move.
For investors, I often become a bridge. Many of the companies I work with are strong, but not yet “investor ready” in the way the market expects. I help clean that up. Financials that hold up under pressure. Clear models. Real assumptions. A story that connects to the numbers. When that foundation is in place, conversations change.
I spend a lot of time in beverage, spirits, and CPG, along with select work in tech and non-profit. These are industries where cash flow, margins, and operational discipline matter more than most people realize, especially early on.
If you are a founder who feels like your business should be performing better than it is, or you are preparing to raise capital and want to do it from a position of strength, I am always open to a conversation.
If you are an investor looking for someone who can help your portfolio companies tighten execution, improve visibility, and protect capital while they grow, I do that work every day.
Everything I build is centered on one idea. You should not have to sacrifice your values to build a financially strong business. The structure just needs to support it.
www.threestonesolutions.com
The company is a non-alcoholic-first beverage and hospitality platform that integrates flagship venues, brand incubation, and a scalable licensing model. It serves as a real-world discovery engine for functional beverages while providing brands with live R&D insights. The ecosystem aims to create compounding value through high-margin hospitality operations and beverage brand equity.
Funding Stage
Pre-Seed
Funding Raised
None/Bootstrapped
Team Size
1-5 employees
Annual Revenue
$250k to $500k
Founded
2025
Industry
Finance
Fractional CFO Services
Provides fractional CFO services, guiding founders to understand business financials and make disciplined decisions for growth.
Long-term Finance Career
Has over 20 years of experience in the finance industry, spanning various company stages and structures.
Financial Modeling
Develops clear and realistic financial models with robust assumptions to support business and investment decisions.
Margin Improvement
Focuses on improving business margins through disciplined financial and operational strategies.
Financial Leadership
Led finance teams at scale across diverse company structures for over 20 years, building functions from the ground up.
Public Companies
Has experience working with public companies, navigating their specific financial reporting and compliance requirements.
Founder Advisor
Serves as a dedicated advisor to founders, helping them build financially sound and sustainable businesses.
Cash Flow Management
Specializes in optimizing cash flow, crucial for early-stage and growing businesses across various industries.
Financial Analysis
Analyzes business financials to identify where money is lost or trapped, turning insights into actionable plans.
Private Companies
Possesses extensive experience with private companies, including those venture-backed and private equity-backed.
Financial Strategy
Acts as a strategic partner, helping businesses achieve financial stability, stronger margins, and sustainable growth.
Strategic Decision Making
Translates financial insights into disciplined and confident strategic decisions for business growth and stability.
Investor Readiness
Prepares companies to be 'investor ready' by cleaning up financials, developing clear models, and creating a compelling financial story.
Private Equity-backed Companies
Engaged with companies supported by private equity, focusing on value creation and operational efficiency.
Venture Capital-backed Companies
Worked with companies backed by venture capital, understanding their growth dynamics and funding cycles.
Entrepreneurship
Works extensively with founders, understanding the challenges of building and scaling businesses from the ground up.
Spirits Industry
Has expertise in the spirits industry, focusing on crucial aspects like cash flow, margins, and operational discipline.
CPG (Consumer Packaged Goods) Industry
Works extensively with CPG companies, where operational discipline and margin management are critical.
Business Operations
Examines business operations, systems, and pricing to align them with financial goals and founder vision.
Beverage Industry
Spends significant time working within the beverage industry, understanding its unique financial and operational challenges.
Business Building
Possesses experience building finance functions and businesses from the ground up, providing a unique perspective to founders.
Portfolio Management
Assists investors in helping their portfolio companies tighten execution, improve visibility, and protect capital.
Pricing Strategy
Analyzes and advises on pricing strategies to improve financial performance and support business objectives.
Public Speaking
Identified as a speaker, demonstrating abilities in presenting and communicating ideas to an audience.
Author
Identified as an author, indicating strong written communication skills.
Non-profit Sector
Provides services to non-profit organizations, adapting financial strategies to their unique operational models.
Technology Industry
Engages in select work within the technology sector, applying financial expertise to tech businesses.
job
Senior Finance Professional / Executive
Various Companies
Accumulated over 20 years of experience in finance, leading teams and managing financial operations across diverse company structures and stages.
Successfully navigated financial complexities in public, private, venture-backed, and private equity-backed organizations, including building finance functions from the ground up.
job
Founder
ThreeStone Solutions
Serves founders by providing financial clarity, identifying inefficiencies, and enabling disciplined decision-making to foster stronger margins and sustainable growth.
Successfully transforms messy financials into actionable insights, bridges the gap between founder vision and financial reality, and guides companies towards investor readiness.