Hi, I’m Dan.
I’m not your typical CFO.
I’ve seen how easily finance can become either rigid and mechanical, or abstract and disconnected from reality.
Most founders I work with don’t need another spreadsheet, finance lecture, or fancy board presentation.
They need someone who can sit beside them, understand the weight of their decisions, and help their financial picture reflect what they’re actually building and why they’re building it.
Yes, I’ve built forecasting models, restructured cash flow systems, and helped leadership teams navigate hiring, pricing, and expansion decisions.
But the real work isn’t just in the model.
It’s in what the model reveals and the story it tells about your business.
What are you building right now? And is it aligned with what you truly care about?
My role is to help you align your financial strategy with what truly matters to you. Some clients joke that I’m their “CFO therapist.” Others describe me as a trusted, empathetic partner who truly gets them, yet also challenges them in ways many finance professionals simply can’t.
I bring clarity to the complex, calm to the chaos, and financial structure that serves your mission, not just your margins.
When your numbers reflect what truly matters, they stop feeling like pressure and start becoming tools for discernment.
My Journey
I grew up as a Korean adoptee in the U.S., navigating a deep disconnection from identity, culture, and roots. What I longed for, even before I had language for it, was stability and something solid to anchor into.
I didn’t consciously choose accounting at first, but it was stable and practical — a career where accuracy and correctness were rewarded and could be trusted.
Something still felt incomplete though. So outside of work, I immersed myself in spiritual communities, healing spaces, and coaching programs, even considering leaving finance altogether.
But what I eventually realized was that I didn’t need to abandon finance.
I needed to reimagine it.
I began to see financial guidance and skill as a tool for alignment rather than extraction — a way to bring structure to uncertainty and grounded strategy to emotionally charged decisions.
Because without clarity, finance becomes a tool of pressure. Numbers can be used to justify choices that burn out teams, distort priorities, and quietly pull founders away from what they set out to build.
But when decisions are made from clarity and steadiness, businesses strengthen. They can grow without losing themselves and withstand the inevitable storms.
The capacity I’ve developed to remain calm and centered when a lot is at stake is the same capacity I bring to each client engagement. Whether you feel a deep sense of mission and want to change the world through your business, or you simply want to build something sustainable and serve your clients and team well, I’m here for you.
What I Believe
Business isn’t just business, it’s personal.
It’s a reflection of your values, your creativity, and how you contribute to something greater than yourself.
In our current society, business becomes one of the main ways we create, serve, and shape the world around us.
Here’s what I believe:
Conscious business isn’t a trend. It’s a way of leading with care, awareness, and deeper alignment, especially when it’s hard to do so.
Growth is only meaningful if it supports your highest mission, your team, and the well-being of all.
Your business mirrors you, consciously or not. It reflects your values, your energy, and your inner patterns.
Fulfilling your purpose is one of the most transformative — and sometimes terrifying — journeys you can take. (And it’s not limited to business alone.)
Capitalism isn’t a perfect system. But within it, we can choose to operate with integrity, clarity, and care.
You’re not meant to do this alone. Every leader needs the right kind of support in the right roles.
This is the foundation I serve from. If it resonates, we just might be an ideal match.
Let’s Connect
Your mission deserves financial leadership that strengthens it, not just reports that explain it.
If you’re building something meaningful and want your numbers to support that vision, let’s talk.
No pressure. No jargon. Just a real conversation about where you are and what’s next.