Empowering Your Finances with Precision and Integrity

I am a seasoned financial professional with over 15 years of experience in banking, investments, project management, tax preparation, bookkeeping, and business lending. Having worked with teams on and offshore, I have built a reputation for accuracy, integrity, and a calm, solutions-focused approach to even the most complex financial challenges. I bring my expertise in financial systems, small business support, and digital transformation to help clients stay compliant, organized, and ready for growth.

My values are rooted in transparency, accountability, and empowerment. I believe every client deserves clear guidance, honest answers, and financial strategies tailored to their goals. My mission is to remove stress from money management so businesses can operate with confidence and clarity.

Before offering financial services full-time, I managed large-scale Agile projects in the banking industry, led strategic initiatives, coached teams, and built frameworks that improved workflow efficiency and customer satisfaction. Those same leadership skills now support my clients as I help them streamline operations, clean up financial records, and prepare for long-term success.

Outside of work, I enjoy fitness, personal development, and exploring opportunities in real estate and construction. I also love creating digital products, teaching what I've learned, and helping others succeed in business—whether through training, consulting, or hands-on financial support.

At the core of everything, my simple principle: when you empower people with knowledge and clarity, you empower them to win.

Work Terms

Hours of operation: Monday - Friday; 9AM-5PM Eastern; Payment Terms: TBD; Communication Style: Digitally

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