About Me

With almost 20 years of experience in the financial sector, I’ve built my career on a foundation of organization, attention to detail, and a genuine passion for problem-solving. 

I spent 6 years at Bank of America in Corporate Treasury and Risk Management, then 12 years in Financial and Operational Risk at the Depository Trust & Clearing Corporation, ultimately leading a team of 20 people as an Executive Director. 

I graduated Summa Cum Laude from Clemson University, with expertise in finance and accounting. And while I initially followed the finance path into the corporate world, the thought “I should have been an accountant” kept resurfacing.

After reflecting on what truly makes me tick, I realized I wanted to help others find peace of mind through financial clarity.  I’ve always found joy in bringing order to chaos and supporting others through meticulous financial management.

Balancing a busy family life has taught me the value of efficiency and reliability. I know firsthand how overwhelming it is to juggle business and personal responsibilities. That’s why I’m committed to providing the kind of support that lets you focus on what you do best, while I handle the numbers.