After 8+ years as a CPA managing finance and accounting at a Fortune 150 company, I’ve ventured out to do something more personal - helping small business owners build wealth and freedom through smarter financial decisions.

I’ve always been inspired by entrepreneurs; those who have the courage and boldness to start a business from scratch and take on all the challenges that come along with it. Even the most capable business owners often find it challenging to step back and see the full financial picture. They’re seeking a trusted advisor who can translate complex data into strategic direction, someone who understands their unique vision and recommends tangible next steps to help them achieve their goals.

That’s where I come in — My passion is to help clients understand the ins and outs of their finances, and then link their business strategy to their personal life vision.  When our businesses thrive, we as individuals thrive as well. 

If you are interested in our services, I’d love to connect.