Treaty Oak Financial

Treaty Oak's summer intern might be the greatest dunker of all time. Cam Hazzard  joined us this summer after Amy and I met him through an ACU program in 2025 - we liked him so much that we created an internship just to bring him on (his impact to our team/clients has been incredible, but I'll save that for a future post). What we didn't know when we hired him - Cam is also a professional dunker ( inst: @hazzardous.dunks ). And TONIGHT he's competing on Dunkman, the new Shaq-hosted dunk league on TNT. I'm sorry, what? TLDR: our accounting intern will be on live TV tonight at 7pm competing for $500k in front of Shaquille O'Neal and a live audience. https://dunkman.com/

We’re excited to introduce two outstanding members of the Treaty Oak Financial team: Courtney Wishkoski and Jack Forrest. 🌿 Courtney Wishkoski, brings 7+ years of accounting and financial management experience. Prior to joining Treaty Oak, she served as an Accounting Manager, where she oversaw financial operations for a construction and multiple real estate companies. Her strong technical background and attention to detail make her a tremendous asset to our growing team. 📈 Jack Forrest, CPA, joins us with extensive experience in accounting and tax from his time at KPMG, where he led complex multi-state engagements and advised corporate clients on evolving tax regulations and strategy. Jack also served in the U.S. Army, a testament to his leadership and commitment to excellence. 👏 We’re proud to introduce both Courtney and Jack and look forward to the impact they continue to make at Treaty Oak!

We’re excited to introduce everyone to another world-class team member here at Treaty Oak! Jennifer Jackson joined us as a Finance Manager, bringing a strong background in financial strategy, capital markets, and investor communications. Before Treaty Oak, Jenn held Investor Relations roles at Keurig Dr Pepper, Bain Capital, and Axon, supporting executive leadership with reporting, messaging, and strategic analysis. While at Axon, she completed the Finance Management Development Program, building broad experience across FP&A and financial analysis. At Treaty Oak, Jenn supports strategic finance engagements for high-growth clients, helping founders and finance teams make confident decisions as they scale. We’re thrilled to have her on board! 📈

We’re excited to introduce everyone to another incredible team member here at Treaty Oak! 🌿 Olivia Krause joined us earlier this year as a Senior Accountant and brings a strong background in accounting operations and financial reporting. Before joining Treaty Oak, Olivia held accounting roles at Dwellworks and PwC, where she gained expertise across several industries. At Treaty Oak, Olivia supports a range of client accounts, applying her analytical skills and commitment to accuracy to help clients strengthen their reporting foundations. We’re thrilled to have her on board and excited to see the impact she continues to make! 🚀

We're excited to introduce everyone to another world-class team member here at Treaty Oak! Shannon Meek joined us as an Accounting Manager earlier this year and now services our clients in the Controller role. She brings a strong foundation in managing general ledger accounting for multinational organizations, as well as scaling accounting operations through client M&A. At Treaty Oak, Shannon leads several client accounts, bringing her expertise to SaaS startups from Seed to Series B. We're excited for the continued impact she'll have in helping founders and finance teams build for growth!📈

Treaty Oak is now a Ramp Silver Partner. Ramp is our top recommendation for clients needing easy-to-implement spend controls and clear visibility on expenses across cards, reimbursements, and bill pay. With best-in-class partner support and integrations for both startups and mature businesses, we believe Ramp is the leading solution on the market today. Considering a finance stack upgrade for 2H 2025? Give us a shout!