Meet the Team
Outsourced financial and strategic expertise for your business
Our team is comprised of skilled professionals focused on your company’s success. We are listeners and understand our client’s needs. Our team is diverse which enables us to choose the team member with the optimal background to work with our clients based on their business goals. Our combined experience gives us depth and breadth of knowledge as well as perspective that our clients value. Working with FireStone CFO means having the ongoing support and resources of our entire team.
FireStone CFO Partners:
Our partners have over 80 years of combined experience in finance, accounting and CFO work. Gary founded FireStone CFO in 2012, and Joshua joined in 2015 to manage the business as well as work with clients. They are problem solvers and builders – executing on FireStone CFO’s mission and promise to its clients. They have built out a team of business experts. Each member of the team comes with their own specializations, backgrounds and work experience.
Gary Stone founded FireStone CFO in 2012. He is a proven “roll up your sleeves” financial leader, with more than 25 years of successfully growing ventures in both the US and Japan. He has worked in public and private companies in all stages of development from pre-revenue to over $100M. He began his career at Deloitte & Touche and earned his CPA from the state of California.
Joshua Sroge has been with FireStone CFO since 2014 and its Managing Partner since 2016. He has worked with a wide variety of businesses over his 25-year career: chemical, energy and biotech, software and IT distribution, medical and sports equipment manufacturing, and service industries. Starting out in New York City, part-time in the mailroom of a music agency, he worked his way up to Controller prior to relocating to Colorado in 1995. Joshua is a Certified Bitcoin Professional, certified by the CryptoCurrency Certification Consortium (C4).
FireStone CFO’s Team:
FireStone CFO has evolved and enhanced our services for clients over the years by adding to our team. Each one of our team members has the experience to provide financial management, operations support, tactical accounting and be a CFO advisor. Our team has a proven track record of working with small to medium-sized businesses to improve their cash flow and profitability. Below are the team members who drive our client’s success.
Jenna Conover, Accountant
Jenna has worked as a contract bookkeeper for 14 years. Forming Natural Bookkeeping Solutions LLC in 2003 and obtaining her QuickBooks Pro Advisor certifications. Since then, she has had the opportunity to work with a wide range of companies from startups to multi-million dollar corporations and a few global brands. In addition to offering full charge bookkeeping services to her clients, she has been working with small businesses as a QuickBooks Pro Advisor. She helps streamline her client’s accounting using Quickbooks in a training capacity. Jenna is friendly and approachable and prides herself on taking the scary part out of accounting systems.
Jenna’s areas of strength include:
- QuickBooks Desktop
- QuickBooks Online
- QuickBooks set up and training
- Small business accounting systems
- Clean up, streamlining, and continued support
- Full charge bookkeeping
Jenna lives in Northern Colorado with her husband and three children. When she’s not working, she enjoys the beautiful outdoors of the Colorado mountains with her family. However, usually she can be found on the sidelines of a youth sporting event supporting her kids or else hunting for the perfect treasure to restore at an antique sale.
Jolene Dreith, Controller & Financial Planning and Analysis
Jolene is passionate about entrepreneurship and loves working with clients at any stage. After several years in corporate finance and banking Jolene learned that her skills are best suited for companies that are high growth and results driven. This includes implementing systems, streamlining processes, managing cash, and tracking toward goals. She enjoys following industry leaders, attending startup events, going to demo days, and discussing business strategy and trends over coffee.
Jolene’s areas of strength include:
- Financial models and cash flow projection
- Metrics and dashboards, reporting and analyzing
- Converting financials from cash to accrual basis
- Streamlining business processes for clients, implementing web-based tools
- Training bookkeepers or controllers to be more efficient and effective
- Organizing large amounts of data into valuable business insights
- Due diligence preparation
As a Colorado native Jolene enjoys trail running, skiing, mountain biking, and being active outdoors. Jolene often travels internationally including a year exploring Central America and Southeast Asia solo. She earned an undergraduate degree from the University of Northern Colorado and an MBA from the University of Colorado Denver while working full time.
Dan Dueber, CFO
Dan Dueber is a Colorado-licensed CPA with over 35 years of executive business experience, primarily as a CFO of medium and small companies. He started his career in St. Louis as a Senior Auditor with Price Waterhouse, and quickly rose to executive positions in the book publishing, newspaper, independent review board and SaaS industries.
Dan’s areas of strength include:
- Mergers and acquisitions (M&A), due diligence process
- Strategic planning
- Executive and board of directors presentations
- Budgeting and forecasting
- Profit and loss (P&L) management
- Expense control
- Operational streamlining and reengineering
- Policy development
- Staff development and management
- Small business ownership
In his free time, Dan enjoys the Colorado outdoors by hiking, skiing, landscaping, Red Rocks concerts and photography. He and his wife, Susan are the proud parents of three daughters who live in the Denver area.
Drew Lyon, Controller, FP&A, Strategic and Tactical Operations
He has over six years of experience in the financial services industry, with experience in the traditional and alternative energy industries, industrial manufacturing, and software industries.
He is a graduate of the Leeds School of Business at the University of Colorado at Boulder, where he focused on finance and accounting. He enjoys mountain and road biking, wood working, painting, and hiking all the trails that beautiful Colorado has to offer.
Drew’s areas of strength include:
- Thought leadership and developed strategic and operational planning for growth
- Operational efficiencies and processes
- Financial and accounting system optimization
- Budgeting and forecasting
- Profit and loss (P&L) management
- Cost control and process improvement
- Process control and policy enhancement
- Small business ownership
- Small and medium-sized business (SMB) strategic marketing
Veronica (Ronni) Malinowski, Controller & Financial Planning and Analysis
Veronica (Ronni) Malinowski has been with FireStone CFO since May 2015. She has accumulated a wide variety of experience and knowledge through her work with public and private companies of various industries and sizes in over 20 years of accounting. She maintains her CPA license in the state of Colorado.
Ronni started her career with Price Waterhouse and earned her CPA in the State of Colorado. She uses her varied experience with public accounting, public industry and private business to help clients. Ronni works with her clients on current issues, to clean-up historical records and implement proper processes to ensure timely and accurate reporting to investors.
As a public accounting auditor, she focused on small business clients from many industries. She then joined and advanced to Controller of Exabyte Corporation, a public high-tech company in Boulder, CO. Later, she worked as a Controller at Flatiron Constructors, Inc., a private construction company. Her work with a variety of industries, client types and client sizes has resulted in a wealth of experience and with accounting and business issues.
Ronni’s areas of strength include:
- Accounting and financial reporting
- Revenue recognition and deferrals
- Daily accounting processes and procedures
- Collection of receivables
Ronni is married to Mark, who she met during her time with Price Waterhouse. He left the accounting world and now works in the natural gas industry. They have two children Jake (13) and Abby (10). For many years, she has volunteered at her local schools including PTA fundraising and treasurer positions, reading with students and judging the science fair.
Scott Morris, CFO
Scott Morris is a Colorado licensed CPA with over 10 years of CFO experience. He has served as interim or fractional CFO of numerous companies in industries such as SAAS, technology, e-commerce and manufacturing while working at First Capital Ventures. He has prepared his clients for further investment and eventual exits through IPOs or acquisitions. Scott holds a BS in Accounting from the University of Colorado and an MBA from Regis University.
Scott’s areas of strength include:
- Strategic, operational and tax planning
- Accounting and financial reporting
- Budgeting and forecasting
- Investor ready pitch decks and pro-forma financial modeling
- P&L management
- Investor, management and KPI reporting
- Business processes and controls
Scott is the proud father of three children and loves coaching his boys’ competitive basketball teams. He also likes getting outdoors whether it be skiing, hiking or drinking an IPA on a sunny patio and enjoying all that Colorado has to offer.
Charlie Nilan, Accountant
Charlie Nilan has more than 13 years of accounting and finance experience in a small business context. Since 2003, he has provided a wide variety of services to small and large businesses in the Denver / Boulder area including financial management and support, bookkeeping and accounting, payroll, implementation and management of retirement plans and other benefits, and data reporting and analysis. Charlie earned both an MBA (finance) and an undergraduate degree from the University of Colorado. He is passionate about solving finance-related problems and helping business owners better understand their numbers in order to achieve smart growth.
Mark Olivier, Controller & Financial Planning and Analysis
Mark Olivier has spent most his professional career in Cleveland, Ohio but recently relocated to Boulder, Colorado. He has multiple years of accounting and finance experience in both public accounting, with Price Waterhouse, and in private industry. His private industry experience includes, accounting manager and controller positions in both the manufacturing and service industries. He has also held senior management positions in start-up ventures. He was the President and an owner of Profit Recovery Systems for more than 20 years. While there, he assisted his clients in lowering their operating and overhead costs and recovering overpayments erroneously made to their vendors.
Marks areas of strength include:
- Strategic planning
- Transactional accounting
- Financial analysis and reporting
- Budgeting and forecasting
- Cost reduction initiatives
- Customer relationship management
- Contract negotiation
- Litigation support
Mark moved to Colorado to pursue his outdoor passions which include, climbing, hiking, skiing and biking both on and off road. He has climbed over 20 mountain peaks in Colorado at altitudes 14,000 feet or higher. He has also climbed Mt. Kilimanjaro in Africa, Orizaba in Mexico and Mt. Ranier in Washington State. Mark enjoys just about anything that gets his heart rate elevated and lungs pounding. He has been married to his wife Kathy for almost 30 years and has two adult children (Matt and Lauren) who both live and work in in Colorado.
Shauna Schmitz, CFO and Director of Business Development
Shauna has over 20 years of finance and accounting experience working internationally and domestically, both internally and as a consultant. She most enjoys working with small and medium size companies where she can help implement and enhance policies, processes, and strategies to prepare the company for growth. Her experience includes strategic planning, executive management, financial modeling and all day-to-day financial management activities (e.g. budgeting and forecasting, expense management, general ledger maintenance). Given some of the start-up environments in which Shauna has worked, she has also managed legal and human resources functions. Her industry experience spans CPG, retail, tech, manufacturing, professional services, and nonprofit, among others.
Shauna received her BS (summa cum laude) in Finance from Miami University in Oxford, Ohio and her MBA from the Wharton School of Business at the University of Pennsylvania. She has visited 45 countries and counting and has lived in two foreign countries (including two years in a yurt in Mongolia!). In her free time, Shauna continues to explore the world and enjoy the outdoors (running, biking, camping, etc.). Most importantly, she loves doing all of this with her husband and two young daughters.
Shauna’s areas of expertise include:
- Creation and dissemination of budgeting and forecasting processes including cash flow planning and developing and implementing metrics, dashboards, and reports
- Design, documentation, and implementation of financial and accounting policies, processes, and controls, including chart of accounts
- Extensive financial analysis and modeling for break-even analyses, profitability and margins, NPV, investments, pricing, employee utilization and profitability, etc.
- Extremely proficient in QuickBooks and Microsoft Office as well as working knowledge of NetSuite, Epicor ERP, ConnectWise and Sage Timeslips
- Coordinate and conduct extensive due diligence on target companies and for investors
- Proactively manage the organization’s banking, legal, and HR needs, consulting with outside parties as needed
Drew Stone, Operations Controller, FP&A
Drew has over ten years of experience in finance, accounting, and IT consulting. Drew is fluent in Spanish and has a degree in International Affairs from CU-Boulder and an International MBA from the University of California, San Diego. He has worked with both startups and large companies alike.
Drew loves cycling, hiking, playing ultimate frisbee. He enjoys traveling and tries to do it as much as he can with his wife, Taryn, and their two young sons, Jack (3) and Jude (1).
Drew’s areas of strength include:
- Cost Accounting
- Financial Analysis
- Revenue Recognition
- Transfer Pricing
Lauren Wilson, Controller & Financial Planning and Analysis
Lauren Wilson joined FireStone in 2015. She started her finance career as a bond analyst for a mutual fund company, and later moved into the accounting realm working as the Controller for a Colorado based craft brewery. Since then she has worked with tech startups, media companies, and expanded further into the craft beverage business working with craft distilleries, wineries, and kombucha makers.
Lauren has an MBA from Babson College, a place that eats, sleeps, and breathes entrepreneurship. That spirit has allowed her to understand and relate to her clients and their desire to create and succeed.
FireStone CFO’s Associates:
We have expanded our services and offerings to our clients by adding proven C-suite associates to our team. Our Associates work in cooperation with our core CFOs, finance and accounting experts. This gives us the ability to bring our clients a comprehensive C-suite solution. We can build a team for a management and business development plan as opposed to hiring individual contractors to work on piecemeal components of the business. Below are the Associates that we partner with for C-suite positions.
Andrew Miro, Sales Technology
Andrew Miro is a proven sales and technology leader with over 30 years of experience in the high tech industry. He has served as a regional sales manager, handling accounts ranging from $10k-1B in annual revenue. He has also managed multiple engineering organizations, both domestically and internationally. Andrew’s work included procurement, business development, manufacturing, research and development, reliability, and quality.
His strengths are in business development, account management, relationship development, product development, supply chain management, contract negotiations, ROI generation and forecasting. Andrew gained these strengths working at companies ranging from startups to Fortune 500 companies. These include IBM, Dell, Amkor Technology, Trikon Technology, Chartered Semiconductor, and most recently Globalfoundries. This has given him the capacity to understand the needs of companies in their early stages of development to the complexities of a multi-billion dollar company.
Rick Patch, Software Executive and Entrepreneur
Rick Patch is a pioneering software (and some hardware) executive and entrepreneur with deep experience in investing, technology and leadership. Venture capital has been a key cornerstone of his career, as both the Investor investing, and the CEO putting it to work. Prior to founding and working with companies through Odyssey Partners, he served as founder and CEO of several software and internet companies, and served as a founding partner of Sequel Venture Partners ($410MM) focused on technology investments where they produced top-drawer investment results.
Rick earned a degree in computer based information systems and accounting from the University of Colorado Leeds School of Business as well as a compete portfolio of computer science from the CU Engineering School. He loves business, technical problems. and great teams.
The first thing he does in the morning is make coffee and walk for at least an hour listening to books, fiction and career related. Rick loves historical fiction, time with friends, and is a reasonable biker (mountain trails especially), snow-board’r, snow-shoe’r, adventure’r and travel’r.
Paul Parungo, Vice President EPC and E&P, Engineering
Paul Parungo is a seasoned executive with experience in energy, aerospace, software development, and advanced technologies. He developed many of his business skills and practices working for large, multi-national companies such as Texaco, Martin Marietta, and Sun Microsystems. More recently, he has served as an executive for smaller companies and has advised start-up companies in the Boulder and Denver areas.
Paul’s management style emphasizes building teams that achieve goals while remaining positive and pleasant places to work. His teams focus on roles, responsibilities, and achievement over drama and personalities.
Paul has a BS in chemical engineering from University of Colorado, and an MBA from CU-Denver. Upon graduation, he worked as an engineer for Martin Marietta on space launch systems and on spacecraft. He joined Texaco and held positions of increasing responsibility, rising to positions in operations, engineering, and business development. In 1997, Paul accepted a position in Texaco’s London, UK office with the purpose of developing export routes for Texaco’s oil fields in Kazakhstan. In 2000, Paul was recruited by Sun Microsystems to install business process for managing cost on a $28 million project, and for managing vendor contracts and deliverables.
In 2011, Paul joined Thunder Creek, a midstream oil and gas company as VP of Engineering and Operations. He was responsible for $180 million of assets, $38 million in revenue, and $19 million of EBITDA. Upon the departure of the company president, he assumed responsibility for the entire business unit (P&L).
Paul currently advises small and emerging businesses on areas ranging from finance, to operations, engineering, and construction.
Paul’s areas of focus include:
- Capital and operational budgeting
- Business development
- Installing business processes
- Operational management
- Engineering and construction
- Strategic planning
- Resource planning and cost control
- New product roll-out and deployment
- Project management.
Mike Wasik, CEO
Mike Wasik is an experienced, highly motivated executive and entrepreneur with over twenty years of experience leading and building strong teams. He served as the CEO for a publicly traded software and telecommunications company for nine years. He has also been the founder and operator of a WiFi design and build company, as well as founder and operator of a technical consulting company.
Mike has strong strategic business and corporate development skills. He focuses on profitability and revenue growth. He has a proven ability to identify and establish key partnerships and build relationships at the executive level. He has also excelled at building and leading strong teams by creating a culture of trust and accountability. Mike possesses a unique blend of technical knowledge coupled with strong corporate, business development and complex solution sales skills.
Mike’s areas of strength include:
- Growth strategy expertise (organic and through acquisition)
- Creation and execution of a company alignment program – drive trust and accountability
- Equity and debt raise expertise
- Turn around expertise.
Mike was nominated for the 2005 Ernst and Young Entrepreneur of the Year award. Mike enjoys coaching and playing hockey, golf, food and family.
FireStone CFO’s Affiliates:
Our Affiliates are trusted experts “in the family network.” FireStone CFO has worked with these businesses for years and is confident in referring these outsourced services to our clients. Our Affiliates are not contracted through FireStone CFO. We can connect our clients to resources for their needs for human resources, information technology resources and more. Making the best connections for our clients is another benefit of working with FireStone CFO.
Jeff Fantalis, Co-owner and Head of Sales, beiNVENTiV
We have clients across the nation, but we call Colorado home. With a team of experts in everything from Microsoft products to general networking to data analytics to business process automation and optimization, we serve a broad range of businesses. Our partnership with Microsoft, along with our senior resources, allows us to offer substantially better service while validating expertise and skills in core Microsoft technologies and concepts.
We focus on three key areas: IT Foundations, where we provide a full suite of outsourced IT services from day to day help to CIO functions, from networking support to server maintenance to email configuration and desktop assistance. IT Platforms, where we design technical solutions using a wide range of technologies and process management to meet your particular business needs. Lastly, Cloud-based QuickBooks. We have a focus in Office 365, Microsoft Cloud, Dynamics CRM/365, SharePoint and Hosted QuickBooks.
We at beiNVENTiV understand that there are a core set of challenges every business experiences, regardless of vertical, and we make it our mission to be experts at the tools you need to meet those business challenges.
We focus on your technology so you can focus on your business. Our goal is to eliminate technology as a barrier to business growth. Your IT should support your business efforts, not supplant them. Learn more about beiNVENTiV on our website: www.beinventiv.com.
Fred Holt, Founder and CEO, Summit HR Solutions
Fred Holt is the Founder and CEO at Summit HR Solutions, an outsourced strategic and tactical human resources (HR) solutions provider. As a service provider, Fred is very active in the early stage market and works with early-stage companies.
Summit HR Solutions assists early-stage companies by providing a comprehensive outsourced human resources solution that allows its client companies to remain focused on key business initiatives. By laying a solid foundation of people practices early on, the business will be supported by the HR function going forward, rather than distracted by it. Summit HR Solutions’ consultant’s look and feel like a member of your management team. They work onsite with your entire organization to ensure best practices in areas such as hiring, compensation, benefits, employee relations, leadership development, corporate culture, employee engagement and performance management. Our approach is to design, implement and manage stage-appropriate processes and programs that will evolve as your company does. We scale up or down to meet our clients’ needs, and work on a month to month basis, with no long term contracts. You can learn more about Summit HR Solutions at www.summithrsolutions.net.
Milena Zilo, Founder and Managing Partner, Zilo International Group
Milena Zilo has over 10 years of experience in Wall Street and international consulting. She started her career in New York and has worked at Merrill Lynch, Bloomberg and BlackRock. Milena has a broad knowledge of global markets, as well as the ability to identify, analyze and articulate successful investment events and opportunities. Her experience includes a visible level of leadership interaction and collaboration with all key areas of the organization and executive team. This includes organizational development and leadership management. She has developed a powerful understanding of the connections between operational activities and financials through driving change and working across different business units.
Milena graduated in 2005 from the University of Denver with a Bachelor’s degree in finance. She is actively involved in the community and currently serves on the U.S Global Leadership Coalition’s Colorado Advisory Committee, and as a Mentor for Boomtown Accelerator in Boulder. She has served on several other committees and non-profit boards and has a passion for philanthropy.
Milena founded Zilo International Group in 2012 as a management consulting firm based in Denver, Colorado. The group strives to be a leader in the industry and offer a variety of services in strategy and business advisory, finance and corporate development, human resources as well as process improvement. With resources in several countries throughout Europe, Asia and the Americas, Zilo International Group manages complex projects on a global scale across a variety of sectors. The company works with organizations of all sizes in the private, public and nonprofit sectors to facilitate solutions during all phases of a company’s life cycle, from growth and market expansion, to reorganization and restructuring to business succession planning and successful exits. More about Zilo International Group’s consulting services at: www.zilointernational.com.