OUR STORY
The Spark Behind CPA Allies
​Our story began long before the firm’s doors opened in 2017. It started with a personal experience—watching my own mother make difficult financial decisions, trusting the wrong people, and facing unnecessary hardship. That experience left a lasting impression and ignited a deep desire in me to help others especially women who may not always know who to trust when it comes to money.
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At CPA Allies, we specialize in helping professionals, entrepreneurs, and leaders of women-owned accounting firms, women like you who are financially savvy but recognize the value of having expert guidance when it comes to your own financial planning, investment management, and insurance decisions.
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We know you’re balancing a lot: building a business, advancing your career, caring for family, navigating relationships, or planning for retirement. Life’s financial decisions can be complex and, at times, overwhelming. You may be asking yourself—who can I trust to help me make the right choices?
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That’s exactly why CPA Allies was founded: to be the trusted partner women can turn to for clear, unbiased, and compassionate financial advice.​
A mentor once told me, “Your strength is building trust before talking numbers. That’s the heart of holistic planning.” That insight inspired me to earn my ChFC® designation and Series 65 license, so I could serve clients with both technical expertise and genuine care.
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My involvement with the National Association of Black Accountants (NABA) further shaped that mission. What began as a networking opportunity quickly became something more meaningful. One night, after an event, I was walking a member to her car when she confided that despite being a CPA—highly intelligent and successful—she felt lost when it came to her personal finances. That moment was transformative: I realized that even the brightest professionals need a trusted financial ally. That CPA became our very first client, and I’m proud to say she’s still with us today.​
What Makes CPA Allies Different?
​Independent, Fiduciary, Unbiased: We are legally bound to put your best interests first.
Education & Empowerment: We make complex financial topics simple, clear, and actionable.
Life-Centered Planning: We design strategies that grow and change as your life does.
A True Ally: We don’t just advise—we walk beside you through every stage of life.
Why We Exist: Empowering Women for Life’s Financial Journeys
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Over time, I noticed a powerful pattern—more than 90% of our clients were women. Women who:
· Make key financial decisions for their households and businesses
· Outlive their partners and face financial independence alone
· Care for children, aging parents, or both
· Lead ambitious careers while wanting security and peace of mind for the future
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These women inspired me to lean in and build CPA Allies into what it is today—a firm dedicated to helping women like you take control of your financial futures with confidence.
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I’ll never forget the day a long-time client passed away and her daughter called to say, “My parents told me—if anything happens, call you. They trusted you.” That single call captured the heart of our mission: to be the unwavering, trusted advisor women and their families can depend on—no matter what life brings.​​