Brett Dunkin

About

Brett serves as Executive Sales Advisor at TrueInsights CFO, LLC, focusing on business development across the Western United States. He works with Business Owners and Leadership Teams to assess their financial management needs and identify opportunities where Fractional CFO services can add value.

Brett's role involves client acquisition, needs assessment, and engagement coordination with the TrueInsights CFO consulting team. His background in financial services and business advisory means he can usually tell within a first conversation whether a business needs ongoing CFO support or a narrower engagement, like a cash flow forecast or a one-time audit.

He stays involved after a client signs on, checking in as their business changes so the engagement can scale up or down with it, rather than staying frozen at whatever was agreed on day one.

Outside of work, Brett enjoys staying active with his musicianship, exploring the outdoors, and spending quality time with family and friends.