Bio
Credentials
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Certified Public Accountant
State of WisconsinOct, 1984- May, 2026
Experience
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Center for Deaf-Blind Persons, Inc
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West Allis, Wisconsin, United States
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Board Member
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Jan 2024 - Present
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West Allis, Wisconsin, United States
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Langer Roofing & Sheet Metal Inc.
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Milwaukee, Wisconsin, United States
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Chief Financial Officer
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Dec 2022 - Present
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Milwaukee, Wisconsin, United States
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Optimus Financial Services, LLC
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Milwaukee, Wisconsin, United States
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Contract CFO
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Jun 2022 - Dec 2022
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Milwaukee, Wisconsin, United States
Providing Accounting and Financial services to small and mid-size business owners
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Healics Holdings, Inc
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Milwaukee, WI
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Chief Financial Officer
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Oct 2021 - Jun 2022
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Milwaukee, WI
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Controller
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Nov 2018 - Oct 2021
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Finance Manager
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Jul 2017 - Nov 2018
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Surf Prep, Inc.
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Pewaukee
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Controller
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Aug 2014 - Jun 2017
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Pewaukee
Reporting to Owner, responsible for supporting the accounting, human resource, and information technology needs of a locally owned contractor specializing in surface preparation services.
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Boehme and Taylor, CPA's
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Greater Milwaukee Area
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Associate
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Jan 2014 - Apr 2015
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Greater Milwaukee Area
Providing small business accounting and consulting along with personal and corporate tax return preparation.
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Interior Systems, Inc. (ISI)
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Greater Milwaukee Area
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Senior Accountant
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Feb 2014 - Aug 2014
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Greater Milwaukee Area
Assisting Controller with day to day accounting functions including cash management, credit and collections, and general ledger account analysis.
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Newcastle Place
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Mequon, Wi
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Accounting Director
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Aug 2013 - Dec 2013
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Mequon, Wi
As Accounting Director I reported to the Executive Director and was part of the leadership team directing the activities of a leading Senior Living and Continuing Care Retirement Community.
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Assisted Living Pharmacy Service, LLC
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Milwaukee, WI
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Interim Finance Director
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Feb 2013 - May 2013
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Milwaukee, WI
Filled the role as Interim Finance Director of a long-term care pharmacy serving residents of assisted living facilities. In this position I was responsible for financial statement reporting, account reconciliations, and cash management functions reporting to the Managing Partners.
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The Sleep Wellness Institute, Inc.
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Greater Milwaukee Area
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Finance Director
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Dec 2005 - Feb 2013
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Greater Milwaukee Area
As Finance Director I reported to the CEO and was part of the executive leadership team. In this role I participated in developing our strategic growth initiatives, including assessing potential acquisition candidates, creating a retail arm for the business (CPAP2GO) and facilitating the creation...
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La Causa, Inc
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Greater Milwaukee Area
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CFO
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Nov 2004 - Dec 2005
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Greater Milwaukee Area
As CFO I helped lead the company out of a deep financial crisis. During my time here I was instrumental in securing $2.9M in new funding to pay off old outstanding trade payables and a previous line of credit. I led an initiative to document our internal accounting procedures, workflows and contr...
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Goeman'sWood Products
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Hartford, WI
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Controller
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Sep 2001 - Oct 2004
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Hartford, WI
As Controller I had broad responsibilities that included overseeing operational issues as well as financial. Reporting to the CEO I helped grow the company by 30% over this period. Financially, I improved the monthly reporting process by developing new department operating reports, increased thei...
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Maysteel LLC
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Allenton, WI
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Director of Information Systems
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Mar 1995 - Aug 2001
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Allenton, WI
Reporting to the corporate CFO, and in support of the divisional general managers, I was responsible for project management and implementation of a corporate-wide ERP system across eight manufacturing and distribution locations, including Ireland and Puerto Rico. In this position I directed a tec...
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Promega
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Madison, Wisconsin Area
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Controller, Manufacturing Operations
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May 1993 - Mar 1995
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Madison, Wisconsin Area
In this role I was responsible for maintaining accurate product costs and development of key productivity measurement tools to support manufacturing management personnel. Working with the information systems department we modified the BPCS cost accounting module programs to capture actual costs i...
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Sta-Rite Industries, Inc
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Fluid Power Division - Racine, WI
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Manager, Business Systems
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Jun 1988 - Apr 1993
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Fluid Power Division - Racine, WI
I was promoted into this role to lead the information systems department of this division of Sta-Rite Industries. In this role I was responsible for implementing a new ERP system (MAC-PAC) across 3 manufacturing facilities. This implementation positioned the division for it's ultimate divesti...
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Sta-Rite Industries, Inc.
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Greater Milwaukee Area
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Financial Analyst
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Mar 1982 - Jun 1988
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Greater Milwaukee Area
In this role I was selected to lead the design and implementation of a company-wide general ledger system. This system allowed the company to automate the monthly consolidation process, including foreign currency reporting. I was also involved in the preparation of the year-end audit work papers ...
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Sta-Rite Industries, Inc
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Racine, WI
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General Accounting Manager
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Jan 1981 - Mar 1982
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Racine, WI
Responsible for general ledger month-end close and reporting process. Prepared month-end financial reports for presentation to Corporate. Selected to lead the design and implementation of a company-wide accounts payable system.
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Education
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1972 - 1974University of Wisconsin-Milwaukee
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