Our Team
ClearPath Consultants is powered by a team of seasoned professionals who bring decades of combined experience across technology, finance, and business strategy. Every engagement is led by people who have been where you're going.

Senior Financial Analyst
Adriana is a data-driven financial analyst who translates complex financial data into clear, actionable strategy. She previously worked in institutional equity research before bringing her analytical rigor to ClearPath's advisory practice. She covers financial modeling, KPI frameworks, and the metrics that actually matter for business growth.
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Senior Tax Strategist
Catherine specializes in tax planning and compliance for small and mid-sized businesses. With a background in corporate tax at both public accounting firms and in-house finance teams, she brings a dual perspective that helps clients minimize liability while staying fully compliant. She writes about tax strategy, regulatory changes, and what business owners consistently overlook.
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Director of Accounting & Assurance
David is a CPA with 12 years of experience in financial reporting, regulatory compliance, and audit preparation. He previously managed assurance engagements at a Big Four firm before joining ClearPath to build a more client-centered practice. He's passionate about making accounting accessible and helping business owners actually understand their numbers.
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Managing Director, Financial Advisory
Grant leads ClearPath's strategic financial advisory practice. With an MBA from Wharton and 18 years in corporate finance and M&A advisory, he helps growth-stage companies navigate capital planning, cash flow optimization, and strategic positioning. His writing focuses on the financial decisions that separate companies that scale from those that stall.
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Senior Solutions Architect
Kavita is a full-stack technologist with deep expertise in cloud-native architecture, API strategy, and systems integration. She holds AWS and Azure certifications and has delivered digital transformation projects across healthcare, manufacturing, and financial services. She writes about the practical side of technology adoption — what works, what doesn't, and what's worth the investment.
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Chief Technology Officer
Raymond brings over 15 years of experience leading enterprise technology transformations. Before joining ClearPath, he architected cloud migration strategies for Fortune 500 companies and led engineering teams at two successful SaaS startups. He specializes in helping mid-market businesses modernize their technology infrastructure without disrupting operations.
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