1-Training-About Me

I was raised by a single mom in the small town where I still live today.  My mom was always strong and resilient – but also blessed to be surrounded by an amazing family that was ready to extend a helping hand when needed.  At an early age, I learned that even the fiercely independent sometimes need a little assistance.  That important lesson stuck with me and drives what I do today.

I graduated from Texas A&M University with a Bachelor of Business Administration degree in Accounting (Magna Cum Laude) and a Master of Science degree in Finance.  I have been a Certified Public Accountant for over 20 years. I spent the first 15 years of my career at a Big Four accounting firm until a cancer diagnosis in my family caused me to step back and really think about life. After much prayer and reflection, I made a true leap of faith and walked away from my career with no plans other than to fully devote myself to my family and trust God to guide my next steps.

After a year away from the corporate world (and successful cancer treatment for my loved one), I began to ponder and pray about how to best use my professional skills to help others while still devoting time to my family.  Shortly thereafter, I was approached by a busy professional who needed help juggling some of his aging parents’ day-to-day money management needs.  I loved working with the family and helping them tackle what was becoming a stressful situation.  In this way, I did not find the next chapter of my career; it found me.

I now use my professional skills to help clients accomplish the daily financial tasks that have become more difficult to manage on their own.  Whether it is due to the difficulties of aging, the pain of fighting medical challenges, or just a busy schedule filled with travel and other joys of retirement, I help people get things done.  But it’s about more than just checking the box.  I check those boxes with heart.

For more information on my past work experience and background, please see my LinkedIn profile.