For victims of scams, caregiver financialmisappropriation, and even IRS harassment, we encourage you to-CONTACT US to our trusted team.
With over two decades of accounting expertise, I recognized an unfilled gap affecting countless people in my community: elderly financial exploitation. Inspired to make a difference, I earned my accreditation as a Certified Fraud Examiner (CFE) in 2012, maintaining my annual recertification every year since.
Throughout my journey, I have had the privilege of serving on a forensic and special purpose financial investigation team for nonprofits. These experiences have given me the specialized skills and audit acumen to protect the senior community from fraud and financial exploitation.
By leveraging my background as an IRS Enrolled Agent tax preparer, auditor, and Quickbooks® guru, I am uniquely positioned to make a meaningful difference in the lives of seniors both locally and nationwide.
Given that seniors are experiencing over $1B in reported losses from fraud, my mission is to keep my clients safe. By partnering with both individuals and local senior organizations through information sessions and seminars, I am committed to supporting the greater good of society as a whole.
For seniors, the risks of non-protection are devastating. Recent Consumer Financial Protection Bureau reports indicate that over 3.5 million older adults per year are financially exploited. By serving with your best interests at heart, we keep your sensitive information and assets out of the wrong hands.
