I’m a CPA and EPM Consultant with nearly 20 years of experience helping organizations and individuals understand their finances—but my work has always been about more than numbers.

As a first-generation American and the first college graduate in my family, I saw early on how transformative financial knowledge can be. I earned my accounting degree nearly two decades ago (?!)  and began my career in public accounting, later working with both public and private companies. Eventually, I transitioned into boutique consulting, where I partnered closely with clients on financial systems, operations, and strategic growth initiatives. During my time there, the consulting firm itself was acquired by a larger organization, giving me firsthand experience navigating growth and organizational transition from the inside. My clients spanned industries including publishing, digital media, healthcare, construction, and private equity-backed businesses.

Across every role, one thing stayed consistent: I saw capable, intelligent people—especially women—feel overwhelmed or disconnected from their finances. Not because they weren’t capable, but because financial information is often presented in a way that feels intimidating, inaccessible, or overly technical.

That’s why I focus on financial education and wellness. I work 1:1 with women and women-owned small businesses to demystify finance, translate complexity into clarity, and build lasting confidence around money.

As a wife, mom, and professional myself, I understand how financial decisions intersect with family, career, time, and mental load. My approach is collaborative, judgment-free, and grounded in real life. My goal is to help you feel informed, supported, and empowered to make decisions that truly align with your life—not just your balance sheet.