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Our Story
“I love working with creators”
The idea behind Cookie Finance came after seeing the terrible service and advice my two content creator family members were receiving from their local mom-and-pop accountants. These accountants had no idea how to handle them! I knew there was a better way, and from that, Cookie Finance was born 🙂
I love working with creators. It’s so inspiring to see them build brands that resonate with hundreds of thousands or millions of people.
Before starting Cookie Finance, my wife and I started a subscription-based MS Excel training business (exciting, right?). We had thousands of people take our courses and ultimately sold the business in 2021. Before that, I started my career working for one of the largest accounting firms in the world and later was the head of finance for several large investment firms.
When I’m not hanging out with numbers and spreadsheets, you can find me with my wife + 4 kids or running a marathon (to escape my 4 kids).