Denise Beard brings more than 25 years of experience in the field of financial management and analysis. Denise has worked with companies of all sizes, ranging from Fortune 500 companies to much smaller owner-operated companies, and has also owned and run her own company. She enjoys working with business owners, helping them to improve their companies through enhanced financial performance and strategic planning. Denise is passionate about helping her clients achieve their financial business goals.
Denise is a graduate of Purdue University, and lives with her family in the country outside of Raleigh, NC.
Jeff MacAdam | Managing Partner, The Bridlebook Group
Shirley Polanco is a business advisor here at DFS that joined us in 2019. She has prior experience working in finance. She has an education in accounting and finance from Ashford University. She is fluent in Spanish and speaks a little French. In her spare time she likes to read and spend time with family.
Tom MacPherson | Business Broker, Summit Acquisitions Group
Matthew Lyon is a business advisor here at DFS that joined us in 2020. He has prior experience working in banking. He has an education in finance and entrepreneurship from Western Carolina University. In his spare time he likes to read, play sports, and follow financial markets.