My mission is to assist my clients in aligning their financial decisions with their values and to provide a friendly, confidential and non-judgmental environment in which clients feel comfortable discussing their personal finances.
I am a CPA with twenty years experience. I graduated from the College of William & Mary in 1997 with a Bachelor of Business Administration degree in Accounting and passed the CPA exam the following fall. I then spent eight years at a public accounting firm in the Washington, DC area, where I performed audits and prepared tax returns before moving into litigation consulting and forensic accounting. My primary responsibility at that time was to do research and assist in preparing expert reports for expert accounting witness testimony for arbitration or litigation.
In 2005 I had my first child and transitioned into part-time work. I have worked for an accounting firm here in Portland, Maine, every tax season since mostly preparing individual tax returns. I’ve also served on the finance committee of the Falmouth Memorial Library for the past fifteen years, and I recently completed my fourth term as a trustee of the library. I served as treasurer for six of the ten years I was a trustee. I also recently completed serving as co-chair of the library’s capital campaign, which exceeded our fund-raising goal of $2.8 million for an expansion.
A few years ago I started soul searching to determine where I wanted my career to go. I discovered that I had a hidden passion for personal finance. It’s an area that I’ve always enjoyed planning in my own life, and friends and family members have come to me with their financial questions for many years. I was fortunate that my parents were excellent role models for me growing up (financially and otherwise), and they always modeled careful, thoughtful financial choices and healthy discussion around money, which laid the groundwork for my interest and ability to have a healthy relationship with money. Once I realized that I could create a career out of something that I loved, I wrote a business plan and started this business. I love connecting with people, and I love talking and thinking about personal finance. This career is a perfect combination of the two.
In 2018 I became approved as a FINRA Dispute Resolution Arbitrator and am currently listed on the roster of active arbitrators.
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I maintain the highest level of confidentiality regarding my clients. I will never reveal any personal information relating to any client, except at the specific request of the client.
I charge strictly by the hour, which ensures that I only give advice which is in my clients’ best interests. My fiduciary responsibility in every instance is solely to my client; I do not recommend any specific insurance or investment products and do not receive any commissions or other sources of revenue.