Our "behind the scenes" Team
Staying behind the scenes, our Office Manager and Client Services Coordinator is supported by our "financial therapy" dogs. Together, they support our client services and business operations. Our office manager is currently pursuing a degree in accounting with the goal of becoming a Certified Public Accountant (CPA). She has been with the company for over four years and is an integral part of our team. With an enthusiasm for numbers, she manages the firm’s books and keeps track of expenses and invoices. She is responsible for taxes, payroll, client contracts, and billing. She stays on top of the status of all client services and keeps the rest of us on track! When not at the office, she and the dogs enjoy spending time outdoors.