The founder of Sagacity is an MBA graduate and Financial Planning & Analysis Certified (FPAC) professional with over 10 years of experience in finance departments at large, small, and midsize companies — managing over $140M in assets over that period. At each of those organizations, he spearheaded new system implementations with custom financial tools made with inexpensive and commonly found software. The results of those systems have been increases in productivity, labor efficiency, access to data, speed in making business decisions, business process improvement, and more.

Over his scholastic and professional career, he had a particular interest in, and spent his time developing conceptual systems, financial tools, and strategies to support the decision-making process. Over time, his ultimate passion became applying the knowledge and skills he acquired over the many years of experience into creating customized tools to simplify and expedite the process for other decision-makers. The tools are specifically designed to enable businesspeople to make quality decisions quickly and confidently. These tools, accompanied by a keen and insightful analysis from a corporate finance professional is the basis of what Sagacity is all about.