He holds a Bachelor’s Degree in Accounting from Jacksonville State University and a Master’s Degree in Forensic Accounting and Fraudulent Investigation from Colorado State University, equipping him with the skills to tackle complex financial challenges.
With over a decade of experience, Steven excels in leadership, strategic decision-making, and risk management. Known for his ethical standards, he is a trusted advisor in the Fort Collins financial services sector. Committed to continuous learning, Steven is dedicated to driving financial success and integrity for local businesses.

CFO | Managing Partner

CPO | Managing Partner

With a Bachelor’s degree in Business Administration and a minor in Marketing, Drew's career has been shaped by diverse roles in financial management, operations, and technology implementation. Originally from North Georgia, she moved to Fort Collins, Colorado, five years ago, where she has overseen operations, managed budgets, and improved services through technology and software integrations.
Drew excels at building strong customer relationships and collaborating with stakeholders, including local businesses and firm partners. Her passion lies in making financial management a seamless and positive experience for businesses and individuals alike.

With over a decade of experience leading marketing and communications strategies for startups and small businesses, she collaborates closely with business owners to elevate their company’s brand experience, increase local search visibility, and create meaningful digital and real-world engagement opportunities for their clients. Whether it’s a complete brand overhaul or targeted campaign strategy, she’s dedicated to supporting small business leaders with tailored marketing strategies that foster connection and conversion with their target audience.