Our Firm

With over 15 years of experience leading financial strategy for private equity-backed companies and global organizations, I launched Apex Accounting Consultants to bring that same level of clarity, insight, and leadership to small businesses and community organizations in the Naples, Fl area.

I’ve served as Vice President of Finance for companies across the home services, healthcare, and SaaS sectors — including Garage Door Partners, GenesisCare, ACI Worldwide, Hewlett Packard Enterprise, and Ericsson Telecom. My background spans financial planning, forecasting, M&A integration, tax strategy, and building reporting systems that drive decision-making.

But what I saw time and time again was that small businesses — salons, fishing charters, boat rental companies, homeowners associations — rarely had access to this level of financial support. Either the cost was too high, or the service too transactional. That’s why I created Apex Accounting Consultants:

To make expert financial services accessible, affordable, and personal.

This isn’t about leaving corporate America to work for myself — it’s about working with purpose to support others. I believe small business owners deserve clarity, confidence, and compliance — without the overwhelm or sticker shock. And I’m here to deliver that.