About Us

For years, I handled personal income taxes as a hobby, even to the point where I was working on a tax return when I went into labor with my first son! I often joked that running a CPA business would be my retirement plan after I finished my corporate journey. But by 2020, I realized life was too short to keep postponing my dreams, so I began actively transitioning that ‘retirement job’ into my full-time career. By early 2021, I had successfully launched my business and stepped away from a 15-year corporate career, and it’s been growing ever since.

I earned a Bachelor’s Degree in Accounting from Tiffin University and an MBA from The University of Findlay. Additionally, I’m a Certified Public Accountant (CPA) licensed in Ohio.

I’ve been married to Josh, my high school sweetheart, since 2006. Together, we have two active boys who keep us on our toes with their sports commitments. When I’m not working, you can usually find me cheering them on or indulging my love for fitness and weightlifting.

I’m also passionate about giving back to the community and currently serve as the Treasurer for the Be Better Foundation, the Vice President of the Bowling Green Youth Hockey Association, the Vice President of the Bowling Green High School Hockey Blueliners, and have been an advisor for the St. Aloysius Catholic Church Finance Council for nearly a decade. Helping and guiding people is what drives me, and I look forward to assisting you with your financial needs.