FAQs
- What education and/or training do you have that relates to your work?
I have a Bachelors degree in accounting and I'm a Certified Public Accountant.
- How did you get started doing this type of work?
I've always had an interest in money and finances. I started my career managing the accounting department for larger corporations but my interest as always been to help individuals and families learn how to be good stewards of their finances.
- What types of customers have you worked with?
We work with individuals, families and small businesses.