Our careers began in advertising and design. They were built in small business, nonprofit, and private equity as we gained experience and expertise in finance and operations.
We love engaging with interesting people creating inspiring work. So, we built a financial strategy studio to support their efforts—and maximize their rewards.
It’s deeply fulfilling.
Our clients are authentic to their purpose, creative in their expression, and ambitious in their pursuit. They work in film, tv, advertising, design, event production, and beyond.
Jamie has paved an untraditional path from advertising to carpenter to CEO for private equity. He loves helping small business owners understand the strategic financial insights that lead to success. Jamie spends the rest of his time riding his Husqvarna Svartpilen 401, surfing, climbing, snowboarding, and hanging with friends and family.
Jen works at the intersection of design, business, and creating meaningful experiences for people. Her dad was a CPA, but it took her decades to realize the value of his work. Once she did, she sought to make financial insights more accessible to creative business owners. Jen spends her time swimming, running, contributing to her community, and gathering with friends and family.