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About

Meet the Founder

Expertise and Experience

We do finance simple. We leverage our in-depth knowledge of accounting and finance to provide you with expert guidance and strategic advice. A tech-savvy professional graduated with a Master of Arts in Management and Leadership from Liberty University and graduated cum laude with a Bachelor of Science in Accounting from Barton College. Over 30 years working in corporate finance in banking, supply chain, retail, and other industries. Experience includes managing finance transformations, systems management and Finance Transformation, Financial Systems Management, Accounting and FP&A (Financial Planning & Analysis) .

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Tailored Solutions

We take the time to understand your needs and aspirations, crafting personalized financial plans that align perfectly with your individual situation.

Reliability and Trust

We are here to guide you through every step of your financial journey, offering ongoing support and transparent communication.

Reliability You Deserve

Your financial journey deserves a trusted advisor by your side. We offer ongoing support and transparent communication every step of the way.

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