The Founding
Thomas launches VantagePoint on a simple thesis: growing businesses deserve the same financial leadership as Fortune 500 companies.
About VantagePoint
VantagePoint was built on a simple belief: growing businesses deserve access to the same caliber of financial thinking as the companies our team spent a decade inside. Here's who's in your corner.
Growing businesses face the same financial complexities as large enterprises: capital allocation, cash flow strategy, GAAP compliance, investor relations. What they rarely have is access to the financial leadership those problems demand.
VantagePoint was founded in Miami in 2024 to close that gap. After nearly a decade inside corporate & commercial finance at Bacardi, Southern Glazer's, and Galderma, our founder asked a straightforward question: what if growing businesses had access to the same caliber of financial thinking as the companies he'd spent his career inside?
That question became a company.

A journey, shared.
Thomas launches VantagePoint on a simple thesis: growing businesses deserve the same financial leadership as Fortune 500 companies.
VantagePoint responds to market demand by combining Consulting and Fractional CFO into a holistic solution for clients.
Partnered with a fine dining establishment in New England, bringing immediate visibility into margin pressures and a clear roadmap for turnaround.
A Tennessee-based retail and e-commerce business looks to grow using an SBA 7(a) loan. VantagePoint guides them through the lending process, supports business valuation, and builds the underwriting model.
VantagePoint expands to cover all 50 states, marking the milestone with a new client engagement in Washington state.
To best reflect what we represent for our clients, VantagePoint changes colors from blue to green and launches a new logo: a bird taking flight, symbolizing the journey we and our clients are on together. A financial partner with a fresh perspective, built for the long haul.
What Drives Us
$1M+
for our clients
10+
across the country
$130M+
under management
We're not here to hand you a report and move on. We're here to build something with you: the clarity, the infrastructure, and the partnership that moves your business forward.
Our Group
Our team brings real-world experience across some of the world's leading organizations, now focused entirely on helping ambitious businesses make better decisions and build something that lasts.

CEO & Founder
A decade of corporate finance at Bacardi, Southern Glazer's, and Galderma. Founded VantagePoint to give growing businesses the financial infrastructure that changes how they make decisions.
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