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My Story

Personal Profile

I’ve spent more than twenty years helping businesses and nonprofits bring order, clarity, and strategy to their finances. Over the years, I’ve held roles ranging from Controller to CFO — including leadership positions with Oklahoma City Ballet, Red Sky Constructors/Kerr 3 Architects, and the Boys and Girls Clubs of Oklahoma County, where I was honored as Administrative Staff of the Year for the state of Oklahoma.

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My background spans diverse industries — from construction and architecture to law, energy, and the arts — and includes experience in the publicly traded sector, where I managed complex financial reporting and compliance. I’m fluent in GAAP applications such as ASC 606 (revenue recognition) and ASC 842 (leases), and I bring that same technical precision to every client engagement.

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As a CPA with a Master of Science in Accounting, I take pride in translating complex numbers into meaningful insights that help clients make confident decisions. Today, through my own practice, I offer accounting, advisory, and tax services built on precision, transparency, and trust.

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After years in financial leadership roles, I founded my own practice to bring that expertise directly to clients — helping business owners and individuals navigate accounting, advisory, and tax needs with clarity, transparency, and confidence.

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When I’m not working, you’ll usually find me running, lifting weights, or with my dogs — George and Lila, who keep life fun and balanced.

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Credentials

• Certified Public Accountant (Certificate #18838) 
• Master of Science in Accounting
• 20+ years of accounting experience across multiple industries
• Leadership roles including CFO, Controller, and Director of Finance

Industry Experience

• Law firm accounting, including IOLTA compliance and reconciliations
• Nonprofit financial management, grant reporting, and restricted funds oversight
• Construction accounting, WIP schedules, and percentage of completion accounting
• Architecture accounting and project-phase financial management
• Agriculture and cattle operations accounting and reporting

How I Work

• I keep accounting, organized, accurate, and delivered on time.
• I explain financial information clearly so you always understand your position.
• I stay responsive and proactive, keeping you informed every step of the way.
• I focus on practical solutions that fit the way your business actually operates.
• I provide steady, reliable guidance grounded in real-world experience.

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