As a Certified Public Accountant, I help my clients better understand their financial situation and how they can reach their goals. For me, it’s all about getting to know what you do, why you do it, and how it impacts your life. As cheesy as it may sound, I believe in putting the “personal” back in “personal services.”

I became a CPA because I enjoy the detailed, ever-evolving nature of the work. Accounting is a language of its own, and I know not everyone wants to understand that language. With my knowledge and experience, I help my clients make better decisions that could have generational impacts.

I also bring this approach into my work in state governmental accountability for the Office of the New York State Comptroller where we hold accountable those responsible for running the agencies and programs that residents rely on every day. Through detailed and objective analysis, I ensure that taxpayer money is used efficiently while also helping to improve these crucial programs for the common good.

In today’s world of instant gratification, many people want simple answers to complex questions. I understand that finances can seem confusing and overwhelming, which is why I make it my mission to work with my clients to understand their dreams and develop a financial road map to get them there.

For example, when the COVID-19 stimulus payments began, many people were unsure if they should wait to file their taxes. They were concerned they might have made too much money and would be ineligible for the full stimulus. I sat down with a few of my clients and helped them figure out the best path forward. Those conversations helped them feel more confident and set their minds at ease.

Personal connection remains an important element outside of my work, too. Through my volunteer experience with the United Way’s Volunteer Income Tax Assistance (VITA) program, I enjoyed helping low-income families file their taxes and educated them about the process. I am also a golf fanatic and love volunteering as a scorekeeper for the Symetra LPGA Tournament. Community is such a vital aspect of our lives and, speaking as someone who moved quite often growing up, I have a deep appreciation for the connection and support that a community can provide.

With my extensive experience and individualized approach, I can help you keep the “personal” in your finances and guide you toward achieving your goals. Please click below to get in touch and find out more.