FOUNDER'S STORY

My commitment to financial planning began with a personal experience.

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After my father passed away, I watched my mother face difficult financial decisions at a vulnerable time in her life. She placed her trust in the wrong people, and the consequences could have been avoided with better guidance. I saw firsthand how financial uncertainty and misplaced trust can affect a person’s independence, confidence, and future.

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That experience stayed with me. It shaped not only why I entered financial services, but how I believe people should be served.

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A mentor once told me, “Your strength is building trust before talking numbers.” That observation helped define my approach. I went on to earn the Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations, along with my Series 65 license, allowing me to serve clients as a fiduciary and place their interests at the center of every recommendation.

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My involvement with the National Association of Black Accountants (NABA) further refined that mission.

What began as an opportunity to expand my professional network grew into leadership roles as Membership Committee Chair and, ultimately, two terms as Chapter President. One evening after a NABA event, I walked a fellow member to her car. During that short conversation, she shared that she needed help with her investments.

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She was a CPA, accomplished, intelligent, and financially sophisticated, yet she still wanted a trusted professional to help her make confident decisions about her own financial future.

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That conversation became the spark behind CPA Allies.

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She became our first client, and she remains a client today.

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As the firm grew, another pattern became impossible to ignore, more than 90% of our clients were women. Rather than viewing that as coincidence, I chose to understand why.

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Women are often managing increasingly complex financial lives. They are building careers and businesses, caring for families, making major financial decisions, preparing for retirement, managing inheritances, and, in many cases, becoming the primary financial decision-maker for themselves or their families.

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They deserve advice that is clear, thoughtful, objective, and built around their lives, not a generic financial formula.

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One experience reinforced that responsibility for me more than any credential ever could. After a long-time client passed away, her daughter contacted me and said:

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“My parents told me that if anything ever happened, I should call you. They trusted you.”

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That moment captured what this work means to me.

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Financial planning is ultimately about far more than investment performance or account balances. It is about being prepared, making informed decisions, protecting what you have built, and having someone you trust when life changes.

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With more than 25 years of experience across financial services, entrepreneurship, and business development, my mission is to help people, especially women, gain greater clarity, confidence, and control over their financial lives.

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At CPA Allies, that means:

• Listening first, because every financial decision begins with understanding your story.

• Educating, not overwhelming, so you understand the reasoning behind the strategy.

• Building coordinated strategies around your goals, priorities, and values.

• Adapting as life changes, because a financial plan should evolve with you.

• Serving as a fiduciary, with your interests guiding the advice we provide.

We believe financial planning should give you more than a collection of accounts.

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It should give you clarity about where you stand, confidence in the decisions you make, and greater freedom to live life on your terms.

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Outside of work, I enjoy martial arts, cycling, and international travel. These pursuits keep me active, curious, and always looking forward to the next challenge.