We Build Business Resilience Through Agile Execution
FSI was established in 2021 to fill a market gap for middle market companies needing strategic partners who can deliver sophisticated advisory work – the kind that fuels real growth, ensures robust compliance, and builds enterprise value – without breaking the bank. Our journey ignited with a passion for finance, accounting, and M&A, bringing that same sharp, analytical edge to the increasingly critical realms of sustainability reporting, greenhouse gas accounting, and human capital management. Today, we have grown into a trusted partnership with leading private equity funds managing over $80 billion in assets, and numerous publicly traded middle market companies.
Our Team
Our team comprises accomplished professionals with diverse backgrounds in finance, accounting, sustainability, and human capital management. Our experts bring a wealth of knowledge, insights, and best practices to every engagement. We are passionate about our clients' success and committed to providing personalized, hands-on support.
August Scherer
President & Head of Finance
Lee Ballin
Partner & Head of Sustainability
Huei-Ren "H.R." Pan
Partner & Head of
Human Capital and Safety
Jay Rice
Fractional CMO
Marisa Flower
Director, Sustainability
Ethan Krohn
Sr. Associate, Sustainability & GHG Emissions
Julia Matthews
Consultant, Climate Reporting
Brian Smelter
Consultant, Sales & Growth
Gary Bourgeois
Consultant, Health, Safety & Environment
Ericka Schwan
Sr. Associate, Creative Design & Marketing
Jeana Atkison
Consultant, Graphic Design
Alex Parkinson
Consultant, ESG Reporting
Our Values
Impact
Deliver solutions and services that leave lasting, positive results.
Client Focus
Prioritize and anticipate our clients’ needs with innovative solutions.
Accountability
Embrace responsibility for yourself, our clients, and the firm.
Integrity
Be ethical and honest in all that we do every day.
Execution
Good work begets more work and opportunity.
People
Invest in our team and balance holistic well-being.
Contact Us
Have a question or want to collaborate?
Drop us a message — we’d love to hear from you.