About the Owner

I am a Thorough & Meticulous Finance Professional with 20 years experience in general accounting & financial analysis.  My Master's Degree is in Accounting added to a Bachelor's Degree in Business Mgmt & Accounting.

While I worked very hard climbing the corporate ladder, I finally accepted It was not fulfilling what I truly desired from professional life. Running this business enables me to use my skills and knowledge-base for the benefit of small businesses & individuals with financial needs.  I feel this is the most fitting way for me to make my contribution in the business world.

I moved to SW FL in 2015 from Jacksonville.  I am extremely happy to be here.  I love life, being a mother, the beach, and am grateful every day.

Let's meet over coffee, at my home-office, or I will come to you.  I'm dedicated to understanding your financial position and how I can best support your specific needs.  I offer flexibility to your schedule and always provide personalized service.