TRUSTED C-SUITE ADVISORS OFFERING EXPERT FINANCIAL GUIDANCE & PERSONALIZED SOLUTIONS

Get to Know Your C-Suite

  • Joe Priola

    CEO & Managing Partner

  • Jenn Rosati

    Senior Vice President Operations

  • Sam Neilson

    Vice President Accounting Services

  • Joe Schmidt

    Chief Revenue Officer

  • Stan Free

    Stan Free

    Senior Vice President
    Financial Services

  • Blair Fuchs

    Senior Vice President
    Financial Services

  • Mike Hawley

    Senior Vice President
    Financial Services

  • Brian Kummet

    Senior Vice President
    Operations

  • Ryan Middlesworth

    Ryan Middlesworth

    Senior Vice President
    Operations

  • Lori Lea

    Lori Lea

    Vice President
    Financial Services

  • Heather McDermott

    Heather McDermott

    Vice President
    Human Resources

  • Stacy Bochenek

    Senior Staff Accountant

  • $95M+

    Coveted Financial has helped clients sell their businesses, resulting in over $95 million in sales.

  • 13+

    Years of helping clients grow their businesses with our fractional CFO services.

  • $1.2B+

    We’ve helped clients gain in excess of $1.2 billion of traditional and non-traditional financing.

  • 16

    Team members and always growing! Coveted has experts in various fields, all for your benefit.

Guided by Principles

  • Coveted Financial

    Client-Centric Focus

    We apply decades of unique, hands-on experience to identify and diagnose opportunities for our clients to properly value their businesses.

  • Coveted Financial

    The Power of Knowledge

    We believe in the power of knowledge, especially when applied strategically to meet your business goals. Every encounter with Coveted should be a learning experience.

Tailored C-Suite Services

  • BANKING RELATIONSHIPS
  • EXIT STRATEGIES
  • FINANCIAL REPORTING
  • OPERATIONS
  • MARKETING
  • HUMAN RESOURCES
No-Obligation Consultation

Ready to Reach
Your Goals?

It all starts with a conversation. What's happening in your business? What keeps you awake at night? Tell us the good, the bad, and everything in between. Let's have a real heart to heart, no holds back talk.

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