With over 12 years in the accounting field and 4 years operating as a CPA, I specialize in tax and accounting advisory for businesses and high-net-worth individuals. My expertise spans across industries, from startups and law firms to trade schools and pharmaceuticals. Whether it's uncovering over $1M in missing revenue for a major newspaper company, streamlining accounting processes for growing businesses, or helping individuals save thousands through strategic tax planning, I focus on delivering results that directly impact my clients' financial success.
I truly enjoy what I do because I'm able to show my children how to make a positive impact in other people's lives. Having 2 children, my goal is to be an example for them and show them how to take control of their financial futures.
My approach is personalizedâcentered on building long-term, personal relationships. I strive to be a trusted partner in my clients' financial journeys, helping them navigate complex tax strategies and simplify their financial picture. I understand that running a business can be lonely, and I want to be the person entrepreneurs can confide in to provide clarity and ease along the way. My goal is to not only address immediate challenges but also guide my clients toward long-term financial growth and wealth.
If you're a business owner or high-net-worth individual looking for an advisor who will provide strategic insights and a collaborative approach, I'd love to connect. Schedule a quick 15-minute discovery call, and let's start the process of achieving your financial goals together.
Licensing & Credentials
Services Offered
Tax Specialties
