Team

CFOs2GO is comprised of expert Consultants and Recruiters who are agile and trustworthy in the delivery of services.  We maintain a staff of seasoned consulting CFO Partners with a breadth and depth of financial experience and professional recruiters with extensive candidate relationships and referral networks employing a proven process for talent acquisition. Partners and recruiters bring their individual reputations of expertise and leadership to the practice. Each individual’s strengths and skill set complements and extends that of their fellow team members.

Consulting CFO Partners

Each CFO Partner is a practicing CFO with a rich operating history of accomplishment and decades of hands-on experience. Our Consulting CFO Partners are accomplished in helping CEOs and senior executives understand and address financial management concerns whether on a short or long term basis. Every engagement is customized to suit the specific needs of the organization with client value the only metric of success.

Recruiters

CFOs2GO boasts more than 25 years of experience in recruiting and has built extensive candidate relationships that enables us to place interim CFOs within 5 business days anywhere in the US.  CFOs2GO’s proven talent acquisition processes accelerate the hiring process and reduce hiring costs.  Our recruiters average more than 15 years experience and adhere to explicit ethical standards before, during and after your job search. They remain actively engaged, interviewing candidates and connecting with hiring managers, developing an always current marketplace expertise. Our recruiters are prepared to take on your urgencies as their urgencies.


Our Team

Robert Weis, Founder and CEO
Practice Areas:  International (Lead), Professional Services (Lead), Mergers & Acquisitions (co-Lead); Real Estate Development & Construction; Healthcare & Life Science

Industry Expertise: Software; Wineries

Jodi Avina, Director of Recruiting Operations
Practice Areas:  Healthcare & Life Science (co-Lead); International; Cleantech

Industry Expertise: Manufacturing

Jess Gutierrez,  Partner
Practice Areas: Non-Profit (co-Lead); Treasury Management (Lead); Financial Services (co-Lead); Small Business (co-Lead)

Chris Chillingworth, Partner
Practice Areas: Equity Crowd funding (Lead); Financial Systems & Reporting (Lead); Technical Accounting and Stock Compensation (Lead); Enterprise Risk Management (Lead); Real Estate Development & Construction; International; Healthcare & Life Science; Start-ups, Rapid Growth Companies and pre-IPO; Corporate Finance; Strategic Planning; SEC Reporting; Financial Modeling & Analysis; Treasury Management; Balance Sheet Management

Industry Expertise: Manufacturing; Online Business & Gaming; Social Media; Software & Technology

Ed O’Dea, Partner
Practice Areas: Valuations and 409A (Lead); Start-ups, Rapid Growth Companies and pre-IPO; Healthcare & Life Science

Industry Expertise: Food & Beverage; Online Business & Gaming; Professional Services; Retail & eCommerce; Wineries

Doug Kennedy, Partner
Practice Areas: Family Office (Lead); Small Business (co-Lead); Succession Planning (Lead); International; Treasury Management

Industry Expertise: Agribusiness

John Luttrell, Partner
Practice Areas: Turnarounds & Crisis Management (Lead); Balance Sheet Management (Lead); International; Strategic Planning; Corporate Finance

Industry Expertise: Retail & eCommerce 

Joe Markunas, Partner
Practice Areas: Healthcare & Life Science (co-Lead); Succession Planning; Small Business; Family Office; Non-Profit; International; Cleantech

Industry Expertise: Professional Services; Agribusiness

Michaela Gifford, Partner
Practice Areas: Financial Modeling & Analysis (Lead); Mergers & Acquisitions (co-Lead); International; Small Business; Start-ups, Rapid Growth Companies and pre-IPO; Financial Services; Corporate Restructuring; Strategic Planning

Industry Expertise: Financial Services

Bill Klein, Partner
Practice Areas: Real Estate Development & Construction (Lead); Small Business

Industry Expertise: Manufacturing

Jack Doty, Partner
Practice Areas: Food and Beverage (Lead); Non-Profit (co-Lead)

Industry Expertise: Manufacturing

Jerry Johnson, Advisory Partner
Practice Areas: Cleantech (Lead); Financial Modeling and Analysis; Small Business; Startups, Rapid Growth Companies and pre-IPO; Financial Systems & Reporting

Industry Expertise: Professional Services; Manufacturing

Tom Byrom, Advisory Partner
Practice Areas: Financial Services (co-Lead)

Robert Stoffregen, Advisory Partner
Practice Areas: Mergers & Acquisitions (co-Lead)

Chris Reynolds, Associate Partner
Practice Areas: International; Financial Systems; Small Business; Startups, Rapid Growth Companies and pre-IPO

Industry Expertise: Software & Technology; Professional Services

CFOs2Go Blog

July 11, 2017“Hello. We want to buy your Company.” Now what do you do?

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses the process of selling your company and shares the questions that need to be addressed in this process. Read More

Resources

Eyeglasses and books on the laptopCheck out our Resource Center and discover useful articles, links to relevant industry sites and whitepapers on the finance industry covering topics from strategy to day-to-day operations. You’ll find back issues of the CFOs2GO newsletter “The Issue”, and webcast recordings of talks by our Partners. READ MORE