Meet our team

Your watchtower for business brilliance.

We are building an elite advisory firm around three pillars: people, technology and impact. That is how we bring the best people to our team and deliver world-class advisory tailored to every client. We are people with purpose — your guardians for success.

Biography

Charlie combines Big Four discipline with hands-on operational know-how to steer companies through their most critical inflection points. After almost two decades at PwC — culminating in partnership within the Private Company Services group — he founded Soñar Capital Partners and later founded Sentry Strategy to lead its restructuring and fiduciary practice.

As a Partner in PwC's Private Company Services practice, Charlie led multi-disciplinary teams serving closely held and family-owned enterprises across energy, construction, retail and professional sports. Known for translating technical accounting into clear, actionable strategy, he became the firm's youngest PCS partner in the Southwest region.

He is frequently selected by Texas state courts to serve as Receiver for fraud, Ponzi-scheme and shareholder-dispute matters, and is equally comfortable stepping in as Chief Restructuring Officer, interim CFO or independent board member when stakeholders need immediate control, credible data and an executable plan.

His hallmark is rapid situational triage — assembling reliable data, modelling strategic alternatives, and aligning lenders, equity and regulators around the path that returns the most value with the least litigation for all parties.

Practice roles

  • Chief Restructuring Officer
  • Interim & fractional Chief Financial Officer
  • Court-Appointed Receiver (state and federal)
  • Chapter 11 / Chapter 7 Trustee & Plan Administrator
  • Independent Board & Special Committee member

Representative engagements

Court-Appointed Receiver — Outstanding Real Estate Solutions (“Queen of Mobile Homes”)

Appointed by the District Court of Comal County, TX to marshal and monetise assets tied to an $18.5 million mobile-home Ponzi scheme; overseeing recovery of offshore transfers and court-approved liquidation of a $1.6 million residence for creditor benefit. In the news ↗

High-growth SaaS platform — strategic & operational turnaround

As CFO, rebuilt the reporting stack, instated SaaS metrics and supported a new product development effort.

Guest Lecturer, Texas A&M Mays MS Marketing Capstone

“Translating Financial Insight into Strategy.”

Biography

Brad combines Big Four discipline with entrepreneurial grit to guide owner-operated and mid-market businesses through turnarounds, acquisitions and breakout growth. As co-founder and Partner of Sentry Strategy, he built the firm's core accounting and CFO advisory practice while leading multiple business acquisitions and operational transformations.

A CPA and former Director at PwC, Brad spent 14 years leading audit engagements for private companies, including multinational services organizations and complex fraud investigations. He was handpicked for PwC's Private Company New Ventures program, where he built a technology-enabled back-office business from zero to $3M+ in annual recurring revenue in under 18 months.

Since co-founding Sentry Strategy in 2021, Brad has driven the firm from startup to $700K+ in revenue while managing day-to-day operations, delivering financial reporting for 40+ clients and mentoring the team across engagement delivery and business performance.

His hallmark is disciplined execution with entrepreneurial agility — turning around a near-bankrupt industrial services company and implementing technology that unlocks cash flow and scalability.

Practice roles

  • Partner & Operations Lead at Sentry Strategy
  • CFO/Owner of Global Cathodic Protection, Inc.
  • Partner at Kenwood & Associates, P.C.
  • Interim & Fractional CFO for SMBs
  • Assistant County Auditor to Navarro County, Texas

Representative engagements

Global Cathodic Protection, Inc. — strategic & operational turnaround

Co-acquired in October 2022 on the verge of bankruptcy; end-to-end technology implementation, process standardization and cash-flow management led to sustained growth to $4M+ annual revenue with substantial net income.

PwC Private Company New Ventures

Built a technology-enabled back-office business from $0 to $3M+ ARR in under 18 months; designed the service delivery model, assembled the team and set up the operating framework with Global and PCS leadership.

Biography

Nick combines the entrepreneurial agility of a B2B SaaS founder with the disciplined rigor of a strategic advisor to guide SMEs and SMBs through their most pivotal growth moments. As co-founder of Sentry Strategy, he has shaped the firm's practice — spanning accounting, finance, technology and strategic advisory.

Before launching Sentry Strategy, Nick led operations and product in the RegTech space, overseeing end-to-end product management and go-to-market execution for SaaS offerings, and scaling businesses across multiple industries.

For the past decade he has partnered with founders, executive teams and boards to stabilize cash-strained operations, optimize financial processes and unlock new revenue — often stepping in as interim COO or fractional product strategist. He is also a pitch-competition judge, evaluating ventures on strategic vision and operational feasibility.

Nick builds scalable data platforms, rallies cross-functional teams around focused objectives and embeds alongside leadership to turn analytics into actionable strategy.

Practice roles

  • Strategic Advisory & Business Transformation
  • Interim & Fractional Chief Product Officer
  • Product Strategy & Go-to-Market Leadership
  • Digital Presence & Brand Loyalty Enhancement
  • Independent Judge for Startup Competitions

Representative engagements

Kenwood & Associates, P.C. — digital marketing

We run the Houston CPA firm's web presence: kenwoodpc.com, its 48-article tax and accounting library, technical SEO and hosting — moved off Webflow to Cloudflare in 2026.