Brett Coats

Brett Coats

Controller

Brett Coats is a controller consultant at Amplēo with experience in accounting, financial reporting, financial analysis, data analysis, and FP&A. He has worked in the FinTech, SaaS, commercial real estate, e-commerce, and telecom industries. He is experienced in preparing for a variety of audits, including annual/quarterly financial, SEC, bank, due diligence, state property, and sales tax audits. He has a unique combination of skills that allows him to marry accounting and finance knowledge with the ability to query and analyze data. He is proficient at finding the right data, automating processes, and creating models and templates to increase efficiency.

Before joining Amplēo in 2024, Brett worked for over 20 years as a controller, doing everything from front-line accounting for small businesses to acting as interim CFO for a publicly traded company. He has quickly become a valued advisor to senior management wherever he has gone.

Fun Facts/Hobbies

  • Raised on a farm
  • Loves to spend time with family
  • Likes to ATV, boat, fish, golf, and road bike

Education/Certificates

  • Bachelor’s Degree in Finance from Utah State University
  • Masters of Business Administration from the University of Phoenix

Meet the rest of the team

Ryan Hutchins

President, Valuation

Ryan founded Peak Business Valuation, a national firm that delivers 1,100+ business valuations and 150+ equipment appraisals a year. He works with business owners who are buying, selling, or growing — and need to know what they actually have. His focus is quality, accuracy, and making sure the number means something.

Jason Parr

President, Sales Tax

Jason has spent 30 years going deeper into one discipline while most firms go broader. He joined Peisner Johnson in 1996 and built his career there learning every service line, working through every kind of situation, and eventually becoming President and CEO. The Sales Tax People has completed 35,000+ projects for companies ranging from regional mid-market businesses to large multinationals. His clients are CFOs, controllers, and the accountants who serve them, usually calling when the exposure has already been building quietly for months. He'd rather you call before that point.

David Mink

President, Marketing

David founded Avalaunch Media in 2012 and built it into one of the fastest-growing marketing agencies in the country: 50 people, 8 figures, clients like Red Bull, GoPro, and Microsoft. After working with hundreds of companies, he kept seeing the same pattern: businesses with a real marketing leader get results. Those without one waste time and money. That's why he built the first fractional CMO, agency-backed solution and why he joined Ampleo.

Dana Calder

Partner, HR

Dana Calder is a strategic HR executive and Partner with more than eight years of experience helping founder-led and private equity-backed organizations build scalable people strategies. She specializes in partnering with SaaS, technology, fintech, and mission-driven companies to strengthen leadership teams, develop practical HR infrastructure, and guide organizations through growth and change. Dana is known for bringing clarity to complex people challenges by combining executive coaching, organizational strategy, and hands-on execution. She is committed to helping leaders make thoughtful decisions that create healthy, high-performing organizations where both people and businesses thrive.

Ryan Purser

Partner, Finance

Ryan Purser has helped companies secure hundreds of millions in debt and equity financing, and specializes in forecasting, financial models, KPIs, and the system upgrades that make them all work. He spent nearly a decade in finance, operations, and eCommerce at Cricut, leading the finance team through a $280M IPO, and has optimized SaaS and hardware-enabled tech companies, run global operations and supply chain, and built BI teams from scratch.

Reagan Berkley

Partner, HR

Reagan Berkley brings 15+ years of HR and People & Culture leadership, most recently as VP of People & Culture at Green Street, where she cut time-to-hire from 87 days to 45 while lifting candidate satisfaction 40%. She specializes in talent acquisition strategy, retention, and leadership development, turning people programs into measurable business results.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.