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Team Members

Jessica

Jessica graduated from Freed-Hardeman University summa cum laude earning both a Bachelor’s and Master’s of Business Administration in four years….

Caitlin

Caitlin graduated from University of Colorado at Boulder with a double major in Accounting and Finance. After college she worked…

Jenny

Jenny is from CA and graduated with a B.S. Degree in Business Administration from Pepperdine University. She then continued her…

Jenelle

Jenelle is originally from the Caribbean islands of Trinidad & Tobago, and has lived in Venezuela, NY and FL, but…

Ana

Ana brings 10 years of banking experience along with 6 years running Investor Relations and Bookkeeping at a real estate…

Stacie

Stacie has been a financial and accounting professional for more than 20 years, bringing a wealth of experience to a…

Jody

Jody started her career working in human resources and payroll at a private hospital in Newport Beach, California. After a…

John

John is a Certified Public Accountant with over 30 years of experience in private and public accounting. Throughout his career,…

Nancy

Nancy, a Certified Professional Bookkeeper, has worked as an Office Manager, Assistant Controller, and a Full Charge Bookkeeper in various…