Hi, I’m Dan.

I'm not your typical CFO.

When I worked in accounting and finance in New York City, it felt like a “necessary to live” kind of job — stable, practical, but ultimately unfulfilling. Outside of work, I spent nearly all my time immersed in spiritual communities, healing retreats, and coaching programs. At one point, I even tried to make it my full-time path as a spiritual life coach and healer.

But I couldn’t stomach the widespread ungroundedness — the way so many teachings felt ethically murky, or how careers were built on emotional bypassing and marketing tactics that didn’t sit right. And no matter how far I tried to run from the finance world, I couldn’t seem to let it go. Eventually, I stopped resisting and chose to return — but with a completely different lens.

I don’t just bring numbers and KPI’s to the table. I bring presence, pattern recognition, and a deep respect for how emotion, nervous system regulation, and belief systems all show up in business.

My Journey

As a Korean adoptee raised in the U.S., I spent much of my life navigating disconnection — from identity, culture, and a sense of home. That rootlessness fueled my drive for stability, clarity, and control.

It’s also what made me so effective in finance. I became someone who could bring calm to chaos, structure to uncertainty, and grounded strategy to people building something bigger than themselves.

Over time, my own healing journey — through Buddhist practice, somatic work, and spiritual communities — helped me see that financial clarity isn’t just about spreadsheets. It’s about nervous system regulation, trauma-informed decision-making, and aligning your money with your values.

Today, I work with conscious founders who are scaling their businesses without selling their souls. I help them move forward with clarity and confidence — not just on paper, but in how they feel.

My Approach

Some clients call me their “CFO therapist.” Others say it just feels easier to breathe when I’m in the room.

That’s because I meet you at the intersection of financial strategy and emotional intelligence.

What I actually do:

  • Guide you through financial decisions with calm and clarity

  • Build systems that support growth without chaos

  • Help you see what’s really driving the numbers — and what to shift

Whether you’re scaling, restructuring, or just tired of doing it all alone, I partner with you to move forward with confidence and consciousness.

Let’s Connect

Let’s explore what clarity, calm, and strategic support could look like for you and your business.