Why I do this

I’ve been drawn to both the big picture and the finer details — the long-term vision and the small numbers that quietly make it possible. I enjoy helping people make financially favorable choices, find tax savings they didn’t know were possible, and foster stability so they can focus on what matters most.

Before starting my own practice, I spent 20 years working in 18+ countries, helping more than 20 businesses and product portfolios improve their financial health, boost efficiency, and scale sustainably — all while driving cost savings and ensuring compliance. My experience also includes building and scaling financial products in the tech sector; supporting Fortune 500 companies, foundations, and hospitals in public accounting; creating C-suite courses on emerging finance and governance topics; and leading finance for a nonprofit I really care about.

I started my advisory service because I believe everyone deserves a financial partner who cares as much about their success as they do — someone who can turn the numbers into a clear, supportive story, and who will walk alongside them through the highs and lows.

For me, it’s not just about balancing books or filing forms. It’s about giving you the clarity and confidence to focus on what you do best, knowing the financial side is working for you, not against you.

Let’s explore what’s possible for your business, nonprofit, or personal finances — and map out the steps to get there.