Our Story

The Healthcare CFO and The Energy CFO Ou


The Energy CFO® was initially established in 2013 to help businesses accelerate their growth and take them to the next level by providing access to experienced CFO leadership that is not typically available to early and middle-market companies and their investors.  Basically, our CFO/Owner wanted to level the playing field for private business owners against corporate giants and open the insider doors for much needed industry disrupters.  In very short order, she also realized there was a need for the firm to expand its SHARED CFO Services to include Interim, Fractional a.k.a. Part-Time, and Virtual CFO services that essentially wrap a company’s accounting providers.  Today, we also provide Vertical CFO Solutions and complex integrated business financial models for companies raising capital or seeking project finance.


In 2015, we began diversifying into life sciences, biotechnology, and manufacturing-related industries.  Over the next 3 years, we worked for executives running regenerative medicine, tissue distribution, stem cell manufacturing, and even a public European medical device maker. The experience helped us discover valuable our financial leadership, business know-how, fin-tech and technical analysis skills for the healthcare industry. 


As in all entrepreneurial journeys, new paths lead to new opportunities.  The Healthcare CFO, our newest division, has been designed at the request of healthcare experts who approached us to help them address large industry gaps in the financial management of physician practices.



The Healthcare CFO specializes in CFO Advisory and Business Consulting services for entrepreneurial thinking owners of medical practices, life sciences, medical device and other healthcare organizations.     

Our MISSION is to help business owners and executives grow strong sustainable businesses so they can get back to focusing on helping patients, create more jobs in our local communities, employ the hardworking men and women of this nation, contribute towards state and local tax bases, and ignite that fiercely innovative American spirit within ALL of us.

The Healthcare CFO is passionate about helping businessmen and businesswomen, companies and select non-profits who dare to DREAM BIG, want to CHALLENGE the status quo, INNOVATE and BOLDLY DISRUPT markets. 

The Energy CFO Mission to Help Dreamers