THE COMPLETE PICTURE
A consistent narrative emerges from conversations with successful entrepreneurs and professionals. They find that while technical competence in a CPA is inherent, a partnership of substance is difficult to find.
They seek more than a transactional relationship focused on annual filings. They desire a dedicated tax professional who understands the nuances of their financial affairs and provides proactive counsel.
This practice was founded to directly address this need. My commitment is to provide the precise caliber of service, where sophisticated, personalized guidance is the standard, not the exception.
MY FOUNDATION
My journey into accounting began with a childhood piggy bank. This foundational interest led me to earn both bachelor's and master's degrees in Accounting from the University of South Florida. I became a Certified Public Accountant in 2014 and have maintained an active designation ever since.
I spent over a decade in corporate accounting roles, serving retail, ecommerce, and technology companies based in Silicon Valley—from publicly traded corporations to innovative, venture-backed startups.
While my corporate experience was rewarding, it affirmed a desire to apply my expertise on a more personal level. It is why I created this practice: to serve as a direct and trusted advisor, helping individuals and families feel truly at ease and assured about their financial affairs.