Our Team
The following CFOs have been screened on competency and Servant Leadership culture.
Please find each CFO’s bio and contact information below and feel free to contact them directly. There is no fee for this service. If you are uncertain about your needs, you can contact us at [email protected].
Interested In Joining Our Team?
If you are interested in working as one of our CFOs, email us your resume for consideration.
Robert C. Alton, CPA, CCIFP
CFO Advisor
CONSTRUCTION
Robert Alton’s services include year-end preparation, monthly and quarterly progress reports, budget and projection preparation, business planning and support, financial reporting, banking, bonding, forecasting, municipal work orders, and negotiating financing and bonding needs. He has experience with ASC 606 Revenue Recognition testing, ASC 842 Lease Disclosure preparation, internal audit procedure development, and Employee Retention Tax Credit preparation. Robert is a CPA and CCIFP.
CONTACT
[email protected] • 210-875-4668
Bret Bartley
CFO Advisor
CONSTRUCTION CFO
Bret Bartley is a results-driven senior executive leader with a demonstrated record of success scaling business operations and driving financial strategies for high growth startups and established enterprises. His expertise is in process optimization, cost reduction, and strategic partnerships, and his specialties are enabling exponential revenue growth and enhancing profitability through financially sound operations, data driven leadership, resource alignment, and talent development.
CONTACT
[email protected] • 210-313-3523
Rick Basse, CPA
CFO Advisor
GENERAL CFO
Rick Basse has over 40 years of expertise in areas such as SEC and financial reporting, analysis, forecasting, cash management, information technology, coaching direct reports, human resources, and controls for diverse organizations. His experience spans multiple industries, including manufacturing, life sciences, pharmaceuticals, oil and gas, aerospace, automotive, medical equipment, mining, EV development, video advertising, and on-line product sales. He has specific experience filing 10Ks, 10Qs, and registration statements.
CONTACT
[email protected] • 210-347-0374
Walter Belt, CPA
CFO Advisor
INTERNAL AUDIT
Walter Belt offers experience as a Big 4 audit partner, chief credit officer, audit committee chair, and board member. He specializes in assessing, implementing, and managing internal audits; regulatory compliance; financial reporting processes and controls; and acquisition due diligence and integration. With an MBA in finance, Walter has served international and community banks; mortgage originators and servicers; niche consumer finance operations; multi-family, SFR, and hospitality real estate; beef and dairy cattle operators, family offices, construction contractors and not-for-profits.
CONTACT
[email protected] • 210-326-6111
Robert Blalock
CFO Advisor
CONSTRUCTION
Robert Blalock has vast experience, including financial reporting and forecasting, cash management and bank relations, human resources and employee benefits, information technology, risk management, and employee stock programs. He has worked with billion-dollar public companies and oversaw the purchase of a foreign company. Robert has served as President of the San Antonio Chapter of the CFMA and is on the Board of Directors for the San Antonio Food Bank.
CONTACT
[email protected] • 210-363-3594
Lori Darchicourt, CPA
CFO Advisor
GENERAL CFO
Lori Darchicourt has spent over 20 years in finance. Her specialties include fractioned/outsourced CFO and controller services, internal audits, bookkeeping, clean-up and set-up, accounting, documentation, process improvement, and vendor selection. She has led an IPO with a raise of $300 million and assisted another company with succession planning. Lori is a CPA with an MBA, ready to clean up messes, organize, and streamline processes for her clients.
CONTACT
[email protected] • 317-210-1076
James Deaven, CPA
CFO Advisor
CONSTRUCTION
James Deaven has more than 30 years of experience in finance leadership, with a strong background in construction technology. A graduate of UTSA, James served as a controller for several organizations before starting his own consulting firm, HDFFP. His specialties include strategic planning, implementation of financial visibility, and financial forecasting for sustainable growth. James serves on the board of the San Antonio CFMA and on the membership council of the Texas Society of CPAs.
CONTACT
[email protected] • 210-863-4478
Bryan Edwards
CFO Advisor
GENERAL CFO
Bryan Edwards is a CPA with more than 35 years of experience in accounting, finance, budgeting, tax, human resources, and cash management. His specialties include assurance, financial reporting, financial and operational benchmarking, software conversion, management accounting analysis, tax compliance for corporate and partnership compliance, tax planning, staffing and recruiting, insurance and risk management, strategic planning, and process accounting improvements.
CONTACT
[email protected] • 210-347-0374
Shawna Frerich
CFO Advisor
GENERAL CFO
Shawna Frerich has over 20 years of experience in accounting in construction, electric cooperative energy, family office services, and non-profit organizations. Her services include controllership, small business accounting, internal controls and audits, bookkeeping, payroll, standardizing processes, and improvements. Her clients generally bring revenue between $1M and $10M and are often local, family-owned, or small to medium businesses.
CONTACT
[email protected] • 210-287-0498
Victoria Frith
Advisor
ACCOUNTING SERVICES
Victoria Frith offers expert bookkeeping services with over 10 years of experience serving various industries such as property, insurance, marketing, franchise, bakery, and retail. Victoria excels in autonomous work environments, where she strives to meet tight deadlines and deliver exceptional service to worldwide clients.
CONTACT
[email protected] • 726-229-4867
Jane Briggs Gamez
CFO Advisor
GENERAL CFO
Jane Briggs Gamez has decades of finance experience in a wide variety of industries and non-profit organizations. Her specialties are financial leadership, project management, staff development, operational accounting, non-profit financial management, healthcare financial management accounting infrastructure deign, and financial reporting and analysis. Jane is also skilled in healthcare accounting, financial activities in M&A transactions, and in grant reporting.
CONTACT
[email protected] • 210-219-9658
Timothy Geppert, CPA
Manager/CFO Advisor
CONSTRUCTION
Timothy Geppert’s services include Fractional CFO or Controller, exit planning, year-end preparations, quarterly financial statement review, and more. Among his accomplishments during 30 years of experience as a CFO, he oversaw the growth of one company from $15M in annual sales to $525M and managed a family ownership transition to an ESOP owning 90% of the company. Tim is a CPA and active in FEI, CFMA, Surety Assn., ACG, XPX, and ESOP Assn.
CONTACT
[email protected] • 210-867-9038
Gary Gill, CPA (RET), JD
CFO Advisor
GENERAL CFO
Gary Gill has more than 30 years of experience in finance roles with private and public, domestic and international companies. His services include cloud transitioning, forecasting, cash flow analysis, KPIs, oversight of legal accounting, human resources, IT, and financial reporting. Gary’s expertise ranges from companies with revenue of $10M to $100M in the food processing, manufacturing, energy, and technology industries. He is a CPA and a member of AICPA.
CONTACT
[email protected] • 210-275-7042
Guy Gould
CFO Advisor
GENERAL CFO
Guy Gould has vast finance experience across several industries. Some of his accomplishments include developing a financial statement projection framework, lease accounting implementation, project management, construction-in-progress capitalization, and developing an internal control assessment system. Guy’s additional specialties include financial modeling and analysis, general ledger accounting, financial statement preparation, tax management, process improvement, and financial modeling.
CONTACT
[email protected] • 210-842-7504
Sidney Hollings
CFO Advisor
CONSTRUCTION
Sidney Holling has over 35 years of experience in finance and served as the CFO for a large construction company in Texas. His expertise includes managing large-scale projects, leading financial restructuring, cost control, risk management, complex budgets, optimizing cash flow, reducing operational costs, and implementing new financial systems. Sidney is National Association of Construction Auditors certified, a member of the San Antonio Chapter of FEI, and serves on the Board for the San Antonio CFMA.
CONTACT
[email protected] • 210-488-1267
Teresa James, CPA, CGMA
CFO Advisor
GENERAL CFO
Teresa James has nearly 25 years of experience in executive finance roles. Her services include process standardizations and improvements, internal and external financial reporting, forecasting and budgeting, and 401K implementation and governance for family businesses and small companies with $5M to $50M in annual revenue. Teresa works mainly within the real estate and construction industry and has been a board member for Habitat for Humanity of San Antonio for 14 years.
CONTACT
[email protected] • 210-884-8112
Kathy Koch
Advisor
ACCOUNTING SERVICES
Kathy Koch has more than 20 years of experience in external and internal reporting, general ledger accounting, accounting software implementation, and data validation. Her specialties include corporate GL accounting, financial reporting, and process improvement and integration. Kathy also provides services for GAAP, SEC, IFRS, variance analyses, and technical accounting. She loves to move projects forward, solve problems, and delivery solutions within tight deadlines.
CONTACT
[email protected] • 210-452-8930
Tina Kovacevic
CFO Advisor
GENERAL CFO
Tina Kovacevic brings more than 20 years of experience across several industries, including healthcare, engineering, professional services, non-profit, and banking. Her services include forecasting and budgeting, financial management and analysis, financial reporting, profit and loss management, cash flow management, growth strategy, performance measurement, process improvement, systems integration and transformation, mergers and acquisitions, stakeholder communication and regulatory compliance.
CONTACT
[email protected] • 210-854-7797
Becca Kraft
Advisor
ACCOUNTING SERVICES
Becca Kraft has nearly 20 years of experience in accounting and finance across several industries, including banding, manufacturing, aerospace, commercial real estate, and oil and gas. Her services include managing financial audits, preparing accurate financial statements, and optimizing financial goals to maximize returns and minimize liabilities. Becca collaborates well with cross-functional teams and loves to provide excellent customer service.
CONTACT
[email protected] • 210-274-3343
Beth Mangum
Advisor
RESTAURANT
review, due diligence for sales and mergers, accounts payable, accounts receivable, payroll, taxes, internal audits, Sarbanes-Oxley compliance, and sales forecasting. She specializes in the restaurant industry with additional experience in commercial real estate sales and development, and security services.
CONTACT
[email protected] • 210-825-1621
Nita McBride, CPA
CFO Advisor
CONSTRUCTION
Nita McBride has leadership experience with Accounting, Treasury, IT, HR, Facilities, Licensing, Admin Services, Field Administration and Project Control departments as a CFO. Her vast experience includes coordinating and developing strategic planning, budgeting, and forecasting; software implementations and upgrades; negotiating and renewing lines of credit; multi-state sales and use tax reporting; transitioning from C-corp to S-corp; and implementing an ESOP. Nita is a CPA and CCIFP.
CONTACT
[email protected] • 210-391-5130
Roxanne Morris
Advisor
ACCOUNTING SERVICES
Roxanne Morris has spent more than 30 years in administration, finance, operations, and accounting, with experience in construction, real estate, and professional services industries. Her specialties include project management, human resources, system implementation, due diligence, accounts receivable and payable, documentation, process improvement, and vendor selection. Roxanne loves cleaning up messages, organizing, streamlining processes, and helping people succeed.
CONTACT
[email protected] • 210-355-8885
Clay Nunn
CFO Advisor
GENERAL CFO
Clay Nunn is a CPA with more than 30 years of experience in accounting and finance leadership, serving in several positions including Controller, financial analyst, business analyst manager, and financial and IT auditor. He specializes in cost reductions, process improvements, capital investments, production relocation, and rationalization. Clay also has experience with cost accounting, analysis, accounts payables, fixed assets, general ledger, project accounting, and payroll.
CONTACT
[email protected] • 361-728-8719
Tom Richards, CPA
CFO Advisor
GENERAL CFO
Tom Richards has more than 30 years of experience working with small- to medium-sized companies as Controller, CFO, and Revenue Accountant. His specialties include financial leadership, project management, staff development, operational accounting, accounting infrastructure design, and financial reporting and analysis. Tom has extensive experience in the manufacturing, retail, low-income housing, wireless communications, and client services industries.
CONTACT
[email protected] • 210-777-9900
Rick Sartor, CPA
CFO Advisor
GENERAL CFO
Rick Sartor has more than 45 years of experience in accounting and finance with a major emphasis in oil and gas activities, commercial real estate development, and individual taxation. Rick is a CPA and is a member of the AICPA and the Texas Society of CPAs. He is a member of the Petroleum Accountants Societies and has served on the Board of Directors and as Treasurer. He is also a member of FEI and previously served as President of the Petroleum Accountants Society of San Antonio.
CONTACT
[email protected] • 210-496-2997
Otto Schwethelm, CPA
CFO Advisor
GENERAL CFO
Otto Schwethelm is a CPA with over 45 years of financial management, advisory and consulting experience with expertise in rare earth mining, oil refining & logistics, banking and real estate. He specializes in strategic planning, working capital & cash management, budgeting & forecasting, financial management & analysis, process improvement, systems implementation & integration, and merger & acquisition support. He has current and previous experience serving on for-profit and non-profit boards.
CONTACT
[email protected] • 210-861-9502
Dan Sechrist
CFO Advisor
GENERAL CFO
Dan Sechrist has 30 years of broad finance and IT experience, particularly with rapidly growing companies in the CPG, energy, and manufacturing industries. His specialties include aligning organization to maximize financial outcomes, driving results with information, turning companies around, balance sheet restructuring, debt placement, ERP systems, and process improvement. He has served on the Board of Trustees and as the Chair of the Finance Committee for Hill Country Memorial Hospital.
CONTACT
[email protected] • 830-456-8686
Michael Simpson
CFO Advisor
GENERAL CFO
Michael Simpson is an expert at Entrepreneurial Operating Systems and has served in various finance and accounting leadership positions across several industries, including tech startups, legal, manufacturing, construction, real estate, and consulting firms. His expertise includes C-level leadership, international operations, business development, financial analysis, capital raise, investor relations, cost reduction, software product development, process improvements, project management, negotiations, budget, and banking relations.
CONTACT
[email protected] • 214-507-4733
Bill Sivak, CPA
CFO Advisor
GENERAL CFO
Bill Sivak has more than 30 years of experience in senior management roles, particularly in the food and beverage industry, for public, private equity-backed, and privately owned companies. His services include training, connecting, asset management, budgets, cash forecasting, and Excel modeling and analysis. Bill is a CPA with experience in franchise licensing, restaurant construction, human resources, IT, customer service, regional sales, marketing, and ecommerce platform implementation.
CONTACT
[email protected] • 210-884-8112
Vicki Smith, CPA
CFO Advisor
GENERAL CFO
Vicki Smith is a CPA with Big 4 and IPO experience. Her specialties include grass roots startups, mergers and acquisitions, technical accounting, managing growth, IPOs, SEC filings, SPACs, RIAs, fund accounting and administration, and family offices. Vicki has worked in several industries including private equity, technology and hospitality. She is a volunteer on the Auction Committee with the Wine & Food Foundation of Texas and is a WSET Level I sommelier.
CONTACT
[email protected] • 214-668-2397
Lisa Trefger, CPA
CFO Advisor
GENERAL CFO
With an MBA from University of Texas San Antonio, Lisa Trefger brings more than three decades of experience in finance to the table. She is a CPA with strong leadership skills and specializes in financial reporting, budgeting and financial modeling, data analytics, cross-functional collaboration, project management and process improvement, and government contract management. Lisa has served on the board of several non-profits and received the Wayne J Drymala Executive MBA Leadership Award.
CONTACT
[email protected] • 210-913-2424
Jennifer Wilkinson
CFO Advisor
GENERAL CFO
For more than 20 years, Jennifer Wilkinson has assisted a wide range of clients in various finance functions, including transitioning to cloud-based solutions and guiding funded start-ups. Her specialties include financial analysis; strategic planning and reporting; coordinating legal, tax, and financial advisors; credit and debt financing; and cash management. Jennifer also has experience in evaluating risk, document review and negotiation, and banking solutions.
CONTACT
[email protected] • 210-289-3006
