Schedule Your Appointment
We offer a variety of personalized bookkeeping and accounting services. Choose an option that is right for you.
I owned and operated an automotive paint distribution for over 20 years. I also spent time as a franchise broker, technology account representative and several years as CFO for an equipment distribution company. My experience is a Benjamin Button-like journey into entrepreneurship. Taking over the family business at age 22, I had to learn leadership and employee engagement practices early on and spent the rest of my career focusing on the fundamentals of accounting, sales and marketing. Having spent the majority of my career in an industry where I witnessed many technicians transition from employee to owner, I have a passion for helping the skilled labor evolve into a wealth builder.
I am a certified Profit First Professional, Fix This Next Advisor, Pumpkin Plan Strategist, certified Magnetic Marketing Advisor and certified Discover Your Values coach. The combination of these frameworks gives me a set of tools to quickly drill into root issues with my clients and anchor to their unique values and goals to help them fulfill their purpose. I graduated in 1995 with a degree in Business Administration with emphasis on Marketing. I have certificates from the University of Pennsylvania in Jobber Store Management, Inventory Management from Texas Tech University, and am certified through EwB in Accounts & Bookkeeping.
Family and personal values are my guiding principles. My wife and I have three children and are on the verge of an empty nest. I am young at heart, a collector of legos, and also enjoy traveling and experiencing different cultures and food.
