Success In Business

Is A Team Sport

The Boardwalk Advisors team provides expertise in packaging and positioning companies that are currently experiencing growth and ready to attract capital. Helping our clients gain the traction they need to excel while giving transparent and trustworthy guidance through the challenging entrepreneurial process is why our clients recommend us, and return, time after time.


An alumni of Ernst & Young, Corson has over a decade of experience as a controller or chief financial officer for companies with annual revenues in excess of $100 million. In 2005 she founded Boardwalk Advisors, a boutique consulting firm, in order to meet the needs of numerous start-ups and emerging growth companies who were seeking her level of expertise to scale or raise start-up capital.

With an in-depth understanding of financial modeling, and a first-hand knowledge of what investors are looking for, Corson leads the Boardwalk team in providing outsourced CFO advisement and services, management consulting, and business plan services to clients in a variety of industries nationwide.

While at Ernst & Young, Corson served on some of the firm’s largest audit clients in the West Palm Beach, Florida and San Diego, California offices. Her experience includes purchase and pooling business combinations, numerous mergers and acquisitions, due diligence, integration and conversion of accounting systems, SEC filings such as 10-K, 10-Q, 8-K, S-4, and S-8, SEC and regulatory compliance reporting. For certain newly public companies, Corson drafted their entire initial 10-K and 10-Q filings.

Skillset & Experience

Financial Forecasting 100%
Presentation Consulting 100%
Research & Due Diligence 100%
CFO Advisement 100%
Business Plan Preparations 100%


Cao has over fourteen years of experience in business planning, financial forecasting, and accounting services. As a Boardwalk Advisors partner, she brings an innate ability to hone in on businesses’ and entrepreneur’s individual growth needs, and develop a plan tailored to that vision.

Formerly with Ernst & Young, Cao is experienced in providing quality audit and assurance services to a variety of clients in Insurance, Financial Services, and other industries, which she brings to. It’s this experience that she brings to Boardwalk clients to prepare them for the audit process. She was also a consultant with Advanced Financial Solutions where she performed large-scale clean-up accounting services to comply with GAAP for companies with greater than $800MM in revenue.

She spent six years as Director of Accounting for Special Projects for Coverall North America, Inc. Cao is bilingual–fluent in Chinese.

Skillset & Experience

Accounting 100%
Financial Modeling 95%
Financial Due Diligence 75%
Business Research 25%


Joanie Santa Cruz, Finance

Santa Cruz has a business management background spanning almost 20 years with a focus on accounting and financial planning for multiple industries. She has worked with companies with revenues from $900,000 to $16 million. She is an expert in various accounting software applications such as Quickbooks, Enterprise, Peachtree, Oracle and more.

Santa Cruz handles financial reporting, accounting, budgeting, forecasting and financial administration records on a regular basis, including historical and projected cash flow. She manages account payable and receivable, prepares check runs, adjusts journal entries, balance sheet reconciliations, bank statement reconciliations and monthly financial statements for many Boardwalk Advisors, LLC clients, including long time client, SiliKids.

Skillset & Experience

Accounting 100%
Accounting Software Applications 95%
Financial Forecasting 90%


Kathy Gordon is a business researcher and writer and has been a part of the Boardwalk Advisors, LLC family for seven years.

Gordon has a wide variety of experience included working with clients in the biomedical industry, health and beauty industry, construction industry, entertainment industry, education fields, SaaS, retail and consumer products industries. Gordon primarily spends time working on research for client slide decks and writing business plans. Gordon has experience writing grants and specific, focused content for clients.

Gordon has worked with many serial entrepreneurs during her tenure at Boardwalk Advisors. “Whatever needs to happen to help our clients and support Boardwalk Advisors is what I like to do.”

Skillset & Experience

Plan Research & Due Diligence 100%
Business Writing 100%
Slide Deck Preparation 75%
Financial Research 40%


Garrett Geist is a business writer and researcher, with a focus on comprehensive business plans for emerging growth companies.

Geist has completed over 500 hours of industry and financial research for various clients during his time at Boardwalk Advisors, LLC. His business plans have assisted in successful funding for a number of Boardwalk clients. Geist also has experience with compiling slide decks for investor presentations including Thunder Studios, Botanika, Viesel Fuel, and Integrity Implants – a medical implant device company. His experience covers a number of industries including biodiesel, medical technologies, entertainment, food, aquaculture and more.

Skillset & Experience

Business Writing 95%
Plan Research & Due Diligence 85%
Slide Deck Preparation 75%
Financial Research 60%


The newest member of the Boardwalk Advisors team, Ducanis is a vital asset. She is a writer and researcher, with a focus in upcoming scientific technologies.

Ducanis has compiled industry research, written certain business plan sections, and prepared graphs, charts, and investor ready slides for various medical technology clients including Cryoheart – a sternal repair company and RegenX – a company manufacturing active ingredients designed to improve the appearance and beauty of the skin.

Ducanis joined the Boardwalk team after spending time at the University Of Florida Office Of Research for the Institute of Food and Agricultural Sciences, where she worked as an editor of youth science curriculum.

Skillset & Experience

Business Writing 90%
Plan Research & Due Diligence 85%
Slide Deck Preparation 70%
Financial Research 60%


Meghan McKenna is a digital and marketing expert, with experience in event planning.

McKenna works with the Boardwalk Advisors team on their web presence, digital foot print, and content. In addition to designing both and, she consults with a number of Boardwalk clients on their strategic digital marketing plans. She has over 10 years experience working as a digital consultant for various industries including law, medical, solar, and real estate.

Skillset & Experience

Web Design 90%
Graphic Design 70%
Digital PR 70%
Event Planning 60%
Wrinting 50%