With over 12 years of experience in managing business and personal accounts, I am dedicated to improving the financial wellbeing of my community. I graduated from USF with a degree in accounting and have earned my Certified Public Accountant license.
My commitment to family is what drew me back to Englewood after college. I was offered positions with large firms in big cities, but I knew that Englewood is where I wanted to be. After assisting so many clients in the area through both the 2008 recession and now the Covid shutdowns, I know I made the right decision.
Since 1998 when I first started living in Englewood, the area has grown and expanded. It is the same with clients who I first started working with back in 2008, I've seen some clients thrive and some struggle. During the Covid shut down I knew the importance of getting cash in the hands of shut down businesses. So, I took the initiative to work directly with a local bank to personally prepare and submit PPP loan applications for every eligible client.
Growing into a business owner and taking on these new roles has given me insight into my clients. I have a better understanding of the challenges that come with balancing clients, employees, and family, and it is a role that I love.
The work ethic I learned competing in sports during high school and college has now transferred to my career in public accounting. And being a part of your team and helping you excel in business is just as satisfying now as it was excelling in athletics.
I enjoy meeting people from my community. If you want to talk about your financial challenges and how we can help, email or call us 941-484-8082.