Your Trusted Financial Partner

About Us

As a licensed CPA, I have helped numerous individuals and businesses across their respective lifecycles. I have helped individuals gain clarity on their financial pictures, gain confidence in their retirements and future, and on-going support via tax preparation and filings. My passion is helping individuals face the 'fear' of their finances and gain the necessary control of the narrative and their future.

In addition to tax preparation and filings, I have also served as interim CFO for small businesses, helped individuals and couples with their retirement plans and wealth plans, worked with individuals and families on tax planning related to their investments, and helping break down any obstacles or limiting beliefs that are limiting the ability to achieve financial aspirations.

CPA-led Accounting Firm