The Tools You Need to Succeed Tomorrow

My Background

Throughout my teen years and adult life, managing my own money has never felt like a chore or a tedious task. Even when I was younger, friends and family would come to me for financial guidance. That’s why being an independent, fee-only financial planner and Certified Public Accountant (CPA) isn’t just my full-time job; it’s also my lifestyle. In addition to helping people achieve financial freedom, I am also constantly working on my own strategy to offer clients real-world advice gained through first-hand experience.

My Experience

I have worked in the financial industry for 15 years, specifically on the accounting and tax planning side of things. After working at a big 4 public accounting firm, leading accounting teams in various industries and starting my own CPA firm, I became interested in financial planning. While I love my work as a CPA, I want to provide clients with a plan for their future. I am now pairing my tax background with my passion for financial planning to offer clients a well-rounded strategy that eliminates any outstanding difficulties while also providing a foundation from which future goals can be accomplished.

My Passions

When I’m not catching up on the latest industry news, you can find me crossing a destination off my bucket list, digging into the latest book or spending time with my daughters.