Meet Our Team

Greg Sloan, CFP®, CEPA®

Managing Partner | Family CFO
 

Expertise:
Finance, Legal, HR
 

Experience:
31 Years

Saul Mateos

Managing Partner | Fractional CFO
 

Expertise:
CFO-Operator, Finance Transformation
 

Experience:
23 Years

Davy Wallach

Director of Growth Strategy
& Capital Markets

Expertise:
Capital Markets, M&A
 

Experience:
8+ Years

Sarah Farol

VP of Accounting
 

Expertise:
Budgeting, Cash Flow Management
 

Experience:
25 Years

Bill Collins, EA

Tax Partner
 

Expertise:
Tax Strategy, Account Mgmt
 

Experience:
29 Years

Thomas H. Ferguson, CFA

Family CFO
 

Expertise:
Investment Mgmt, Wealth Planning
 

Experience:
35+ Years