With over 20 years of experience in accounting and employee benefits, I bring expert guidance to help businesses navigate complex retirement plan regulations, IRS/DOL audits, and compliance issues. As a CPA with advanced certifications in pension administration (CPC, QPA, QKA), I’ve held leadership roles at firms like Advanced Benefits Consulting, FIS Global, and Warren Averett, where I honed my skills in 401(k) accounting, government reporting, and client consulting.
I’ve expanded my offerings to provide comprehensive financial support for businesses and individuals, including Fractional CFO services, tax preparation and planning, and personal finance guidance. My focus is on building lasting client relationships and helping you reach your financial goals through expert, reliable service tailored to your needs.