Member Directory

Cykoski Ventures focuses on providing fractional CFO consulting services for small and mid size businesses needing a more structured financial operation driving revenue expansion, improving profitability and delivering on business expectations.

Entrepreneurs dedicate themselves to developing a brand, landing new customers or clients and growing. Financial operations are usually the last area that new businesses focus time and money, which can lead poor business information leading to bad business decisions. Understanding the businesses finances is a critical aspect of continued business success.

Services Include:
– Program and Project Reviews
– Complete Assessment of Financial Operations, Organization, Processes and Procedures
– Financial Controls Reviews for both Non-Profits and For Profit Organizations
– Fractional Chief Financial Officer for Transitions, Projects, Mergers, Acquisitions and Exits

As a financial advisor with Edward Jones, I work with a select number of families who want to have and implement a financial strategy that accounts for their own financial wellbeing and creates their legacy. I strive to provide outstanding service in ways that are meaningful to each client. I partner with my clients over their lifetimes, and often those of their children, to help stay on track and create long-term financial security and wealth.

I started with Edward Jones in 2014, after being an Edward Jones client for almost 10 years. I became a financial advisor because I experienced firsthand the difference a solid strategy and good advice can have on a family’s long-term security. I came to my branch in November 2014 and joined Jackie Walters, branch office administrator, who started with Edward Jones in 2013.

At Edward Jones, and especially at our branch, we’re focused on you. Please contact me so we can have a conversation about your situation. I’ll let you know if, and how, I can help. I look forward to talking with you soon.