• Grew organizational revenue from $500K to $1.2M through improved financial visibility, operational alignment, and program scalability.

  • Established financial controls and reporting frameworks, significantly improving board-level transparency and decision-making.

  • Designed and implemented scalable systems and standard operating procedures (SOPs) across finance, HR, and operations.

  • Directed financial operations for a multi-entity organization with over $100M in assets, operating across the United States, Japan, and Germany.

  • Led audit preparation and compliance across IRS and state agencies including internal control analysis and documentation.

  • Support complex environments including construction financing, agriculture, inventory management, manufacturing and infrastructure projects.

Career Highlights

  • Art of Creative Expression - Treasurer - 2025 to Present

  • Ziegfeld Theater Arts - Board Member - 2018 to 2025

  • Tiny Footprints Project - Board Member - 2015 to 2019

  • University High School Music Boosters - Secretary - 2012 to 2014

  • College Area Swim Team - Treasurer - 2004 to 2009

  • San Diego Community College Criminology Club - Board Member - 1994 to 1996

Board & Governance

  • University of Phoenix

    • Bachelors in Business

    • Major in Accounting

    • Completed in 2012 GPA 3.76

  • Thomas Jefferson School of Law

    • 1997 to 1998

  • San Diego Community College District

    • Associates in Criminal Justice

    • Minor in Accounting

    • Completed in 1984 GPA 3.80

  • National Dean’s List - 1995-1998 Academic Years

  • American Jurisprudence Award

    • Legal Writing I

    • Spring 1997

  • Graduate Management Admissions Test

    • April 2006 at 96%

  • California Basic Educational Skills Test

    • June 2013

    • Passed with a scaled score of 198

Education

  • American Mensa - Life Member

  • Certified Management Accountant #31926 (2010)

Professional Affiliations

  • Fractional CFO/Bookkeeper - 1988 to present

  • Juelerie - Bookkeeper - 2003 to present

  • Aspire Mountain Academy - Science Teacher - 2026 to present

  • CCZ Oilfield Services, LLC - Accountant - 2026 to present

  • Art of Creative Expression - Science & Robotics Teacher - 2025 to present

  • Ziegfeld Theater Arts - Operations Manager - 2018 to 2025

  • Ziegfeld Theater Arts - Homeschool Program Teacher - 2017 to 2025

  • Johnson Consulting Engineers Inc - Bookkeeper - 2012 to 2015

  • Merjan Financial Corporation - Controller - 2004 to 2011

  • Dennis & Dennis - Staff Accountant - 1999 to 2006

  • World Spa Inc - Bookkeeper - 1996 to 1999

  • McMahon Oliphant Properties - Controller - 1992 to 1998

  • Gildred Development Company - Accountant - 1989 to 1991

  • Spectrum Management Company - Bookkeeper - 1987 to 1993

  • Capital Growth Properties Inc - Accountant - 1987 to 1989

  • Chas’ Hotbooks - Bookkeeper - 1984 to 1995

Positions Held