Not your typical accountant
I became a CPA because I lost a bet with my dad - seriously! He taught me about money since he bought me my first stock share when I was 12. I learned financial concepts in very simple, relatable ways and use that perspective to help educate others.
After becoming a CPA and working a corporate job, I discovered a passion for health and fitness and became a certified group exercise instructor in 2013. I soon realized that the fitness industry as a whole needed more availability of knowledge and support around finances and have supported the industry for years.
Accountants are stereotypically not very much fun. My goal is to disrupt the accounting profession, create an enjoyable experience for clients and help them see that their money works for them, not the other way around.