I’m a Strategic Growth Partner to CEOs and leadership teams navigating the complexity of scaling. With over 30 years of experience in business and financial management, I started in 2003, building a fractional CFO firm. By 2005, it became clear that financial insight alone wasn’t enough. Companies didn’t just need better numbers—they needed alignment, accountability, and a way to actually follow t
hrough. That realization is what ultimately led to what is now Level Upkes. At Level Upkes, we partner with growth-stage companies to lead fully and scale freely, without burning out in the process. We step in as a true extension of your team, helping you set direction, align leadership, and execute with discipline. Our work is grounded in proven frameworks like Metronomics and Scaling Up, combined with over two decades of real-world experience. The focus is simple: build leadership teams that are Transparent, Cohesive, and Aligned, because that’s what drives sustainable growth. Over the years, I’ve worked with hundreds of companies across the United States, Canada, and Mexico. Regardless of size or stage, the patterns are consistent: misalignment slows progress, lack of focus creates friction, and ex*****on breaks down when accountability isn’t strong enough. That’s where I come in. I work alongside leadership teams to identify what’s really holding the business back, often the things that aren’t being said, and turn that into clear priorities, stronger decisions, and forward momentum. The result: better financial performance, improved cash flow, more effective teams, and businesses that run with greater control, so leaders can get their time back and focus on what matters most. If you’re building something meaningful and want a partner to help you scale it with intention, let’s connect.
