About Us

Steve brings over two decades of experience working in high growth/high change startups and established organizations, with full time C-level roles in analytic software, professional services and publishing, and apparel manufacturing, as well as fractional and project-based work in a variety of industries from eco-friendly construction materials, to fintech, and even a craft cannabis grow.

After graduating from Princeton University with a degree in economics, he began his career on Wall Street as an associate economist at Bear Stearns. Prior to drifting towards finance, he was the Executive Director of a Bay Area think tank focused on how information technology was changing economic and public policy and has been quoted in the Wall Street Journal, Business Week and other national publications.

Steve lives in Boulder, Colorado, where he embraces the Rocky Mountain lifestyle as a PSIA certified ski instructor in the winter and chasing his sons downhill on a mountain bike in the summer. He serves as Board Member and Treasurer of the Boulder Mountain Bike Alliance and The Corner Boxing Club, two Boulder non-profits.

Isaac Marler works as a fractional CFO with Series Next Solutions focusing on successful business fundamentals such as cash flow, gross and operating profit, balance sheet leverage, liquidity, and receivables / payables consistency.

Isaac has 3 years of previous CFO experience in the healthcare and technology sectors; prior to his career shift, he worked in commercial banking for 20 years where he gained his skills of financial analysis, accounting, cash flow management, and lending.

Isaac has a Bachelor’s degree in finance from Brigham Young University and an MBA from Arizona State University.

Isaac lives in the greater Boise, ID area with his family, including four teenage sons and one daughter, where he employs his financial management acumen budgeting for the boys’ grocery consumption and furniture breakage.

Roger Chaufournier brings a wealth of experience in the CFO role, with a strategic mindset and a commitment to driving businesses forward while fostering positive social change.

His tenure at J.P. Morgan, where he led a team of analysts in Tampa, laid the groundwork for his role as the Financial Officer at The Ocean Atlantic Companies, where he was instrumental in crafting financial models essential for strategic decision-making, managing intricate investor relations, and ensuring the integrity of reporting structures. His role as a chief financial officer for NERDiT NOW, a Wilmington-based technology firm, underscores his ability to drive businesses towards both financial health and meaningful community contribution, demonstrated by initiatives like donating 10,000 computers to underserved communities and facilitating tech education for hundreds.

A lifelong learner with an MBA from Wilmington University and a licensed real estate agent, Mr. Chaufournier’s pursuit of knowledge is guided by personal core values of courage, temperance, justice, and wisdom.

As Founder and CEO of Series Next Solutions, John lives the small business entrepreneur life right alongside SNS’s clients. He is a leading expert in building a finance seat for $2mm-$10mm revenue companies who need to move on a path from having only a bookkeeper to having a true CFO. Series Next was formed in 2020 based on John’s prior experience as a full-time member of a scaling startup’s leadership team, where he built its finance, business intelligence, and operations functions, successfully preparing it for sale.

John was born and raised in New Orleans, though he spent time in several larger cities before settling “back home” in 2009. When he’s not at work today, he’s keeping up with his family of six at home and beyond.

Melissa has a diverse background in bookkeeping and accounting for small businesses. Prior to joining Series Next Solutions, she ran her own bookkeeping business specializing in clean ups, audits and QuickBooks integrations. She is a QuickBooks Online Certified Pro Advisor and is also experienced in payroll, HR and other accounting software programs.

Melissa is originally from San Diego, California. She moved to Arizona to realize home ownership and enjoy many great outdoor activities.

As a Finance Project Specialist at Series Next Solutions, Enrique leverages his expertise in Microsoft Excel and Power Query to build and maintain Financial Projections for SNS’s clients. Originally from Costa Rica, Enrique moved to New Orleans to study at Loyola University. He graduated Magna Cum Laude and received a Bachelor of Business Administration in Finance and Business Analytics.

As a Finance Project Specialist at Series Next Solutions, Alec leverages his expertise in Microsoft Excel and Power Query to build and maintain Financial Projections for SNS’s clients. Originally from Cincinnati, Alec moved to New Orleans to study at Tulane University. He received a Bachelor of Science in Economics with a minor in Business Administration.

Kendall was one of the original co-founders of Series Next Solutions and served as Chief of Staff from 2020-2023. Kendall is also a Fortune 100 and Big Four accounting alumna and has worked in various roles both domestically and abroad. Her Finance background prior to SNS includes assignments in Venturing and Emerging Brands, Corporate Real Estate, Governance, Capital Management, and Internal Audit.

Kendall spent several years living and working in North Carolina, Georgia, and Germany before settling in New Orleans in 2019. She earned a Bachelor of Arts in Economics and German from Davidson College and a Master of Science in Accountancy from Wake Forest University.

Kendall also serves on the Boards of Directors at Touro Synagogue and Jewish Endowment Foundation of Louisiana. She is a graduate of the Katz-Phillips Leadership Development Program class of 2022-2024, and the Glass Leadership Institute class of 2023.