We've brought together a team of driven professionals with a shared vision — supporting organizations and individuals to unlock value, confidence, and results.
As Founder and CEO of Prospera CFO, Chad brings a comprehensive approach to business leadership, combining executive-level strategy with hands-on operational expertise. With deep experience in financial services, insurance, and investment advisory, Chad leads the team in delivering transformational business solutions.
Robin leads Prospera Intelligence strategy, providing project management leadership for systems implementation and AI integration. As Chief Intelligence Officer, Robin drives the vision for turning business data into actionable insights and ensures seamless technology adoption across the organization.
Simon partners with business leadership to clarify direction, align teams, and turn complex conversations into actionable strategic plans. Through personalized facilitation and creative synthesis, he helps leaders define multi-year priorities, strengthen collaboration, and move forward with confidence. His work centers on strategic planning, visioning, guided workshops, and business planning to bring clarity, alignment, and momentum to organizations ready for their next chapter.
Oksana provides controller-level services with meticulous attention to detail across accounting management and audit functions. Her expertise ensures financial accuracy, regulatory compliance, and clear reporting that gives clients confidence in their numbers.
Thao provides controller-level precision with particular expertise in financial operations, vendor reconciliation, and cost analysis. She works closely with clients to maintain clean books and deliver actionable financial insights.
Thy provides senior-level accounting expertise including financial reporting, account reconciliation, and period-end close processes. Her thorough approach ensures clean, accurate financial records for every client.
Sage provides day-to-day accounting services including bookkeeping, transaction processing, and financial data entry. Her reliable execution keeps the accounting engine running smoothly for clients.
Amy provides human resources services on an as-needed, project basis. With SHRM certification and extensive HR experience, she supports clients with employee relations, benefits guidance, compliance consulting, and other HR needs as they arise.
