Experience

Ad Astra Equity Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Jan 2022 - Present

  Kansas City Metropolitan Area Helping business owners get the most for their life's work



The United States Pony Clubs, Inc.

• United States
• Fundraising
• 1 - 100 Employee

• Treasurer

  • Nov 2018 - Present

  Kansas, United States • Oversee and present budgets, accounts and financial statements to the management committee • Ensure compliance with relevant legislation. • Advise on financial implications of strategic and operational plans • Manage bank accounts • Set up appropriate systems for book-keeping, payments, & petty cash • Ensure everyone handling money keeps proper records and documentation • Ensure required insurances are in place. • Prepare accounts for audit and liaising with the auditor… Show more • Oversee and present budgets, accounts and financial statements to the management committee • Ensure compliance with relevant legislation. • Advise on financial implications of strategic and operational plans • Manage bank accounts • Set up appropriate systems for book-keeping, payments, & petty cash • Ensure everyone handling money keeps proper records and documentation • Ensure required insurances are in place. • Prepare accounts for audit and liaising with the auditor, as required • Prepare, comply, and submit year-end 501(c)(3) organization tax returns. Show less



Baker Group Merger and Acquisition Consultants, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President

  • Apr 2018 - Jan 2022

  Kansas City, Missouri Area • Support the origination and execution of advisory services in the lower-middle market in the Merger and Acquisition industry. • Manage several clients in parallel. • Perform advanced financial analysis including valuation analysis and pro forma impact analysis and lead transaction execution. • Coordinating on deals of all parties involved in managing the transaction, and identifying opportunities within the portfolio. • Perform industry and company specific research. • Source… Show more • Support the origination and execution of advisory services in the lower-middle market in the Merger and Acquisition industry. • Manage several clients in parallel. • Perform advanced financial analysis including valuation analysis and pro forma impact analysis and lead transaction execution. • Coordinating on deals of all parties involved in managing the transaction, and identifying opportunities within the portfolio. • Perform industry and company specific research. • Source industry intelligence and competitive analysis for potential M&A opportunities. • Prepare and produce marketing materials. • Establish working relationships and build credibility with clients, buyers, and future prospects. • Assist in negotiations by providing deal structure, valuation, and forecasting model information.

• Senior Financial Analyst

  • Sep 2017 - Apr 2018

  Kansas City, Missouri Area • Support the origination and execution of advisory services in the lower-middle market in the Merger and Acquisition industry. • Manage several clients in parallel. • Perform advanced financial analysis including valuation analysis and pro forma impact analysis and lead transaction execution. • Perform industry and company specific research. • Prepare and produce marketing materials.



Grant Thornton LLP

• Canada
• Accounting
• 1 - 100 Employee

• Audit Intern

  • Jan 2016 - Mar 2016

  Kansas City, Missouri Area • Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures. • Perform analytical procedures/analyses to detect unusual financial statement relationships. • Perform internal control and substantive testing. • Identify and communicate accounting and auditing matters to seniors and managers. • Propose adjusting journal entries and discuss audit findings with clients. • Identify and communicate accounting and auditing matters to… Show more • Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures. • Perform analytical procedures/analyses to detect unusual financial statement relationships. • Perform internal control and substantive testing. • Identify and communicate accounting and auditing matters to seniors and managers. • Propose adjusting journal entries and discuss audit findings with clients. • Identify and communicate accounting and auditing matters to seniors and managers. • Prepare PBC (Provided by Client) lists and confirmation requests. • Document audit procedures and cross reference work papers. Show less