Our Story
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Your business deserves more than just services—it deserves solutions tailored to your unique challenges and goals. That’s why 512Financial was created: to give you access to expert-level financial, HR, and marketing support without the burden of full-time costs.
Founded by Bart Davis and Joel Trammell, 512Financial is here to help you unlock growth and achieve milestones that once seemed out of reach. Since 2022, we’ve worked alongside small and mid-sized businesses like yours, providing the high-level expertise you need to streamline operations, optimize finances, and elevate your marketing—all on a fractional basis designed to fit your budget.
We don’t just work with your team; we become a part of it. Whether you’re navigating a critical transition or planning for the future, our flexible and focused approach ensures you get the support you need, when you need it.
At 512Financial, your success is our success. We’re here to help you take your business to the next level—on your terms.
A letter from our CEO
Read about our team’s commitment to helping businesses thrive with expert guidance and innovative solutions.
Core Values
Our values guide how we act, prioritize and make decisions at 512Financial.
“512Financial has an amazing group of people who really rally together to achieve great milestones.”
–2024 Best Places to Work in Central Texas
“There is a strong transparency of culture at 512Financial. Any big changes or updates are shared early on and with detail to the company as a whole”
–2024 Best Places to Work in Central Texas
Meet the Leadership Team
Joel Trammell
Executive Chairman and Co-Founder
Bart Davis
CEO and Co-Founder
Veena Vadgama
Managing Director, CMO Practice
Michael Kirgan
Director, Transactional Services
Sarah Russell
Director, People & Operations
Melissa Buhro
Director, HR Practice
David Dolmanet
Director, Finance & Accounting Services
Chris Ciani
Director, Client Advisory Services