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A founder-operator turned strategic finance advisor, Bob built and successfully exited his own software company before becoming fractional CFO to a select portfolio of growth-stage businesses. Across three decades and 500+ client engagements, he has guided clients to raise more than $15M in early-stage capital, supported a Dental Service Organization through a merger that delivered an 8x return to the founder, and has mentored emerging companies at the Telluride Venture Accelerator since 2012. BBA in Accounting, Baylor University.

Heather is the Founder, CEO, and Managing Partner of EdgeFinders, a San Antonio–based fractional executive advisory and leadership training firm. She serves as a fractional COO and Chief Communications Officer for small-to-middle market businesses and high-growth founders, stepping in to resolve leadership, operations, and culture challenges.

She specializes in designing internal and external communication frameworks — board reporting and accountability structures — that improve corporate health and drive revenue. Alongside Robert Bledsoe, CPA, she evaluates the execution behind a company's financial numbers through executive intensives, strategic retreats, and diagnostic sessions.

Before founding EdgeFinders in 2021, she spent over a decade as a Partner at San Juan Wealth and a Mentor at the Telluride Venture Accelerator. She previously served as Chief Communications & Revenue Officer and Senior VP of Client Success at Breakaway Practice, and as VP of Sales and Service at the Creative Education Institute. She holds a master's degree in Speech Pathology and Audiology from Baylor University.

David, a former athlete and coach who studied sports management and accounting, runs the operational backbone of the EdgeFinders CFO practice, owning monthly reporting cadence, KPI rollups, executive dashboards, digital marketing, and the EdgeFinders client portal that gives clients live visibility into their numbers. He works directly alongside Bob to translate financial strategy into the systems, reports, and infrastructure that keep founder-led businesses running on clean, decision-ready data.