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Navigating business is tough, especially now. Resources are scarce; stakes are high. Uncertainty grows. Who do you turn to? Your CFO helps you consider your options, make wise choices to avoid pitfalls, and access new channels and relationships. Our Managing Directors are respected advisors, board members and CFOs within the tech ecosystem. That’s the team you want…the team you can trust to lift up your company.

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Ashley Vukovits

Managing Director

Ashley advises technology companies on strategic financial matters as a board member or consultant. She works closely with CEOs to create a sound financial plan the board of directors and investors will support. As the former CFO of a public technology company, she knows how to grow the business organically or through M&A.

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Kay Whitaker

Managing Director

Kay has transformed multiple finance teams into the partners growing companies and their investors need. She thrives in periods of disruption, guiding founders and leaders toward new opportunities. Serving on boards and managing a venture portfolio, she understands what investors are looking for and delivers it.

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Kathy Kinder

Managing Director, Semi-retired

Kathy is a co-founder of LiftBridge CXO. Kathy’s background spans all phases of finance operations for SaaS companies, including working with the board of directors and equity sponsors. Kathy’s deep experience and desire to help businesses and CEOs succeed has made her a trusted advisor and team builder who loves helping startups.

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Jackie Byers


Jackie has successfully held several key executive roles including CFO, COO, VP and Director. A true partner to constituents, she gets things done. Jackie is spearheading our SBIC services.

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Traci Shaw


Traci specializes in working with executives to help drive forward corporate goals. She brings a wealth of knowledge related to equity raises, mergers and acquisitions, integrations, analysis, board report preparation and more.

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Don Melton


Don specializes in delivering financial information and operational metrics that inform management in key decisions. He is adept at developing high-performing, cohesive teams to meet financial needs of the company. His experience with SaaS and software companies includes acquisition integrations as well as exit processes.

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Kimberly Davis


Kim is proficient in building financial, compliance and risk management infrastructures. She has wide-ranging knowledge in investments, compliance in regulated industries, capital markets and bank financing, debt compliance, financial and corporate risk management and more.

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Barbara Uggen-Davis


Barb has extensive understanding of the entrepreneurial ecosystem across the state thanks to her leadership experience with nonprofits such as Elevate Ventures. Her combined accounting and business information systems technology skills enables her to bring senior leadership, accounting, HR and technology teams together to improve security and function.

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