Rich Coffey
Rich Coffey


Notable Achievements

  • Director of Finance
  • Executive Director of Finance
  • Financial Analyst
  • Financial Analyst III
  • Full Time MBA Student
  • Analyst
  • Sales Representative
  • Business Analyst


  • Finance and Financial Management Services
  • MBA, Operations, 3.9
  • BS, Finance
  • Fellow- Life Management Institute, Associate- Reinsurance Administration
About Our purpose is to empower our clients to meet the demands of an ever-changing business environment through the strength of our financial analysis and by consistently producing superior operating results.
About Rich Coffey

Mr. Coffey was born and raised in the rural community of San Angelo, Texas. In 2002, he graduated from Trinity University in San Antonio, Texas. He earned a degree in Finance while playing two collegiate sports (football and track).

Early in his career, Mr. Coffey worked for several national public and private corporations in varying industries alongside many C-level executives.

In 2006, Mr. Coffey returned to Austin to pursue and earn a Master's Degree in Business Administration at St. Edward's University. He most recently finished a certificate in Finance from the Harvard University Business School with a focus on business valuations and acquisitions.

In Austin, Mr. Coffey served for small- to mid-sized companies in the areas of legal, real estate, and advertising. It is working in these companies that Mr. Coffey discovered that businesses like these were underserved when it came to advisory services. The companies usually have a great product or service and are led by highly passionate owners. Unfortunately, the owners may have an insufficient background in business operations, finance, and accounting.

Taking what he's learned at major corporations, Mr. Coffey implements best practices that can scale with the business. As the company grows, he provides financial analysis and a strategic mindset to improve the business and maximize profits.

When he's not helping small businesses, Mr. Coffey spends time with his wife, Megan, and two sons, Will and Colt. He also enjoys family time with the many other family members living in and around Austin. He coaches middle school football at Regents School of Austin and serves on multiple nonprofit boards throughout Austin.

For his work and contributions both in and out of the office, Mr. Coffey was a finalist in 2014, 2016, and 2018 for the Austin Business Journal's "Best CFO in Austin Award" and was the winner of the 2017 Austin Under 40 (AU40) Award in the Financial Services and Insurance category.