My professional experience is well rounded in all aspects of business operations starting at business development (marketing, proposals, pricing, contract review) and moving into financial operations (revenue recognition, accounts payable, accounts receivable, financial reporting, indirect rates, SOX compliance). I’ve been a vital part of business start ups as well as closing down an operating site. My diverse background with more than 20 years as a finance professional allows me to better serve clients by understanding the challenges they face and offer a tailored solution.

I have served various industries including defense contractors, manufacturing, restaurants, commercial & residential real estate, event venue, construction, retail, family-owned small business, publicly traded, and private equity.

My experience has allowed the opportunity to work in various accounting systems and tools such as SAP, OneStream, IFS, Quickbooks, Sage, and PowerBI.
I earned my Master’s Degree in Accounting, and I am a licensed Certified Public Accountant.

While I have enjoyed much of my career, helping people with personal finance remains a passion of mine! I have witnessed the power of knowledge transform financial decision-making skills. Marriages have become enriched where spouses communicate like never before about money. Dreams are much more in reach with a realistic timeline. Financial stress just seems to melt away. Being a part of a person’s financial journey is incredibly satisfying where I have the opportunity to pour into them hope, purpose, and education. My goal is to pass along this knowledge to the next generation so they may start life free of student loans and car payments to enjoy life without financial stress.