The Team
Who We Are
Misti Hoffman
Managing Partner
Ms. Hoffman is a Finance/FP&A professional with over 25 years of experience in finance and accounting management. She specializes in developing financial strategies that enhance budgeting, resource allocation, capital investment, and cost control to drive business performance. Her expertise combines quantitative and qualitative insights to improve both operational and financial outcomes.
682.333.4499
Joe Rozelle
Managing Partner
Mr. Rozelle has over 23 years of finance and accounting experience across industry and private equity. He has served as CFO and Controller of a $120M construction firm and as a principal in a global private equity fund. He has worked in sectors including oilfield services, manufacturing, wholesale, and construction, and has helped raise over $1 billion in equity and debt. His expertise includes ERP implementations, process design, and financial reporting.
713.446.1989
Charlie Liebold
CPA
Mr. Liebold is a senior executive with broad finance, accounting, and administrative experience in both public and private companies, including SEC reporting and compliance. He has driven business growth through strong financial management, cost reduction, internal controls, and efficiency improvements.
682.333.4479