We understand both the numbers and the decisions behind them.
Dawn Financial Strategies was built on a simple idea: the same enterprise-level financial strategy that powers large companies should be available to the businesses and individuals who need it most, without the overhead of a full-time hire.
Clarity, structure, and confidence in every financial decision.
Experience highlights
- West Point graduate and U.S. Army veteran
- Master's in Finance from McCombs (UT Austin)
- Corporate finance experience at Visa
- Deep FP&A, financial modeling, forecasting and budgeting
- Cash flow management and variance analysis
- Translating complex data into actionable strategy
I started this practice to help people set themselves, and those around them, up for success. Not just getting by, but actually working toward something real and within reach.
When you have a plan, everything changes. You understand where your money is going and why, and you feel confident enough to enjoy the life you're building, not just endure it. My goal is simple: make sure you never feel lost in your own finances again, you'll always know the why and the how behind every decision we make together.
No runaround, no jargon.
We don't just build models, we explain what they mean and what to do next. Every engagement ends with clear, actionable steps. Fully remote. Flexible engagements. Built around your needs.
For Businesses
Infrastructure, forecasting, and leadership that scales with growth.
For Individuals
Expert guidance on the decisions that matter most.
For Everyone
Valuable insight from a partner invested in your success.
Let's start the conversation
Schedule a complimentary discovery call, no commitment required. We'll discuss where you are, where you want to go, and whether we're the right partner to help you get there.