We started CPN & Associates in 2016 to provide clients with trusted solutions to financial and operational barriers. Our goal is to share our 40+ years of analytics-based business consulting to help business owners realize their potential.
As business owners ourselves, we understand the challenges, obstacles, and realities of building a financially efficient enterprise. From specific goals to nagging efficiency issues, we are experienced in identifying and implementing changes that may be needed to push your business to the next level.
What sets us apart is our constant pursuit of “newest and best” in analytics research, which allows us to "look beyond your numbers" and determine your best way forward for maximum growth.
Meet The Team
Carol is an experienced and dedicated financial executive who has worked over the past 30 years as a CFO, financial analyst, business strategist and trusted advisor to many companies in the computer & technology and general services industries. She began her career in finance and analytics on Wall Street, working for several investment management firms, and completing her Wall Street tenure as a Senior Research Analyst and Limited Partner with Alliance Capital Management, L.P. in New York City (now known as AllianceBernstein L.P.).
Upon leaving her Wall Street career, she opened the House of 1833 Bed & Breakfast in Mystic, Connecticut where she and her husband enjoyed welcoming guests for 13 years. She recently ended her 11-year employment as the CFO for a global Customer Relationship Management (CRM) consulting firm so that she could further develop her own consulting business.
Carol enjoys living in Palmer Lake, CO with her husband, Matt – both are avid tennis players and on many summer afternoons they can be found playing tennis in and around Palmer Lake and Monument.
Alex has been instrumental to the growth of CPN & Associates. He works closely with our clients to help identify their business challenges and then develops timesaving and cost-saving solutions to mitigate those challenges. His years of experience in data analysis enables him to identify uncommon trends.
Operating as a liaison between companies and State and Federal agencies, Alex has a keen awareness of the importance of business structure and continuing support for growing businesses. His data analytics knowledge is consistently used to review company financials and different business structures to determine the best solutions to enable each of our clients to move forward on a profitable path.
Alex and his wife have lived in Colorado Springs for the past five years, and very much enjoy all the outdoor amenities this town has to offer.