Consider me your financial trainer
I am a runner training for a marathon. I can find information everywhere on what to eat, how to train, when to run, how to run. This is incredibly confusing. I have no idea what is applicable to me.
So, I hired a personal trainer and said, “Just tell me what will work for me.”
I will do the same for you, with one major exception. Unlike running, money is essential to your survival in the 21st century.
When we work together, the focus is to educate and empower so you can set goals, achieve them and live the best life you can with the money you have.
It doesn’t matter where you are in life. We all start somewhere. I will create a customized plan that works for you and takes you where you want to go. Along the way, I’ll explain “why” and educate you so you can take charge of your financial life.
I am a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
As a PFS, I provide independent integrated financial planning as an Investment Adviser Representative of CGO Consulting LLC. I have no conflicts of interest, and I do not manage assets or sell products.
My holistic approach to planning includes:
Asset protection, including insurance needs
My book, a #1 Best Seller on Amazon, “Living the Best Life You Can with the Money You Have: Create a Financial Plan That Works for You” is designed to empower you to take charge of your financial wellbeing.
I also prepare tax returns, including trusts, estates and gift returns.
My career began with Arthur Andersen. I subsequently worked with KPMG throughout Australia before settling in the Washington, DC area. I was a Director with KPMG before starting my own company.
I was born in San Francisco and have and will continue to travel extensively throughout the world. I lived in Australia for eight years. I have two grown children.
When I’m not working, I enjoy running, traveling, sports, and partaking in the rich variety of arts offered in the DC area.
It is a privilege to help clients achieve their financial goals. I look forward to doing the same for you.
Accreditations, Licenses and Education
Certified Public Accountant in Virginia (present)
Personal Financial Specialist (present)
Chartered Accountant (Australia 1985 to 1993)
Haas School of Business – University of California at Berkeley
Professional Membership and Community Activities
American Institute of Certified Public Accountants (AICPA)
Personal Financial Planning Division Member (AICPA)
Virginia Society of CPAs
Northern Chapter of Virginia Society of CPAs (NVCPA)
Facilitator for NVCPA Personal Financial Planning Special Interest Group
Women’s Northern Virginia CPA Study Group Member
Arlington Women’s Entrepreneur Advisory Board Member
DC Cal Alumni Group Treasurer
Girl Scout Leader (Past Position)