Financial Clarity Built on Discipline
I’ve spent my life leaning into challenges - whether it was in the Marine Corps, the banking world, or the discipline required to cross the Ironman finish line. I know firsthand that success in business, much like an endurance race, isn't about luck; it’s about having a solid plan and the grit to see it through.
I started Vertex because I enjoy helping other owners find that same level of control over their numbers. You focus on the big picture and the road ahead; I’ll make sure the foundation you're building on is rock solid.
3 Things to Know About Working With Me
Direct Access: You work with me - not a rotating staff of junior clerks. You get my full attention and my years of banking and business experience on every call.
Veteran-Owned Values: Discipline, integrity, and transparency are non-negotiable. I treat your books with the same precision I applied in the Marine Corps.
Forward-Looking: We don’t just look at where your money was. We use your data to look at where your business is going, helping you plan for the next mile and beyond.
Ready to get your weekends back?
Whether you're ready to scale or just need to clean up your foundation, I'm here to help.
Let's go!!