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.

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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

Kara Duffey

Consultant, Human Capital

Sarah Baker

Consultant, Sustainability

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.