CPA & Forensic Accounting
- Bachelor’s Degree in Business Administration with a concentration in Accounting from Cal Poly, San Luis Obispo - September 1998.
- Started my career at PricewaterhouseCoopers, LLP in San Jose, California during the IPO boom of the late 1990’s.
- Have run my own business for a majority of the last 15 plus years.
- Certified Public Accountant in the state of California since January 2001.
Why I Love Numbers
Whether it is diagnosing a complicated spreadsheet and trying to find errors, or digging in deep to people's personal lives, I realized that my approach and skill set is quite the same. I use my talent for deep investigative research alongside of my ability to deeply connect. Then, I work my way through the process of:
- Getting all the facts
- Learning the backstory
- Determining outside details
- and, knowing where you want to go next
This skillset allows me offer my clients sound advice that they can use to move forward in their lives.
Click Here for a Full List of CPA Services
Public Speaker
I am also a public speaker! I would love to come to your organization or event to educate and empower others to find financial stability.
Speaking Topics:
- Learn how to let go of your financial past and move forward.
- Create financial stability by building your own foundation.
- How Forensic Accounting pays for itself.
