Herb Velsor, CPA, CFO

Phoenix Financial Partners LLC

About Herb

As Chief Financial Officer, Herb Velsor is accountable for the administrative, financial, and risk management operations of the company. He develops financial strategy and measurements, and oversees development and monitoring of the control systems to preserve assets and report accurate financial results.

Herb has an executive background in entrepreneurial environments that include experience with start-up entities, roll-ups and established companies. He is uniquely qualified to assist Phoenix with organizing financial reporting systems as well as provide analysis and financial modeling that is needed as the fund grows and additional centers are acquired. He can effectively manage and advise from both a micro or macro perspective.

Herb is a seasoned professional who has honed a wide variety of skills by managing the financial interests of all sizes and phases of business. He easily accommodates the very dynamic environment at Phoenix Financial Partners, LLC to help facilitate the achievement of its financial goals.


Herb will be on campus from 1:00-5:00 on Saturday.