Meet Our Sherpas

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Brooke Lively, CFA, President and Founder

Brooke specializes in helping entrepreneurs turn their companies into profitable businesses by working with closely held companies with revenues up to 10 million dollars. Prior to consulting, Brooke was the full-charge administrator for a seven-figure small law firm which she helped to build from the ground up.

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Laura Munson, CPA, CFO

Laura is an accounting professional with more than 30 years of technical and management experience in Accounting, Internal Audit, and Public Accounting. She brings expertise in financial statement presentation, risk assessment, financial analysis, budget development, general ledger processes, systems conversions, staff training, and process and organizational re-engineering.

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Clare Freeman, CFE, Practice Panther Certified, CFO

Clare is an accounting professional that has more than 20 years’ experience in turning around struggling companies. As a Certified Fraud Examiner, she brings a strong eye for detail, with expertise in applying strategic planning, system processing, and innovative solutions to everyday issues.

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Anita Forbish, Onboarding Specialist

Anita brings over 15 years of accounting experience to Cathedral Capital. She started her career in public accounting before transitioning to the private sector. She served as an in-house accountant and controller in numerous industries including construction, hospitality, retail, and financial.

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Sarah Bischoff, Marketing Coordinator

Sarah comes to Cathedral Capital with experience in advertising and marketing for local small businesses in multiple industries, including advertising agencies, the natural gas industry, and small start-ups.