About Me
As an administrator and bookkeeper, I help people, businesses, and nonprofits keep track of their spending, create financial statements, and monitor their financial needs.
I have special experience working with elderly clients and the people who take care of them: navigating Medicare and Medigap insurance claims, payroll for private home health aides, and planning for long term care.
This experience is very hands-on: I currently manage a team of six home health aides for a private client.
I am not currently accepting new ongoing clients, but I am always looking for opportunities to gain more experience and insight on financial planning topics such as tax, insurance, retirement benefits, investing, and estate planning.
I use my skills to help the community with the Volunteer Income Tax Assistance program and have passed the advanced level test for VITA/TCE.
You can also connect with me on LinkedIn.
I have special experience working with elderly clients and the people who take care of them: navigating Medicare and Medigap insurance claims, payroll for private home health aides, and planning for long term care.
This experience is very hands-on: I currently manage a team of six home health aides for a private client.
I am not currently accepting new ongoing clients, but I am always looking for opportunities to gain more experience and insight on financial planning topics such as tax, insurance, retirement benefits, investing, and estate planning.
I use my skills to help the community with the Volunteer Income Tax Assistance program and have passed the advanced level test for VITA/TCE.
You can also connect with me on LinkedIn.
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My ArtworkExercising my creativity engages me with the community, relieves stress, and trains my mind to solve problems.
I was trained as a studio potter, but I'm currently making polymer clay miniatures, jewelry, a line of collectible postcards, and digital portrait paintings. |
My Education
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In 2009, I graduated with a degree in Ceramics from a top art school into the biggest economic downturn since the great depression.
Taking a friend's advice of "do something that scares you," I went back to school for accounting, and discovered a hidden ability. I'm continuing my journey by becoming a Certified Financial Planner, and will sit for the exam in September, 2020. |
Cleveland Institute of Art '09 - B.F.A, Ceramics
Cleveland State University - Additional Coursework, Accounting 2011-2012
NYU School of Professional Studies - Certificate, Financial Planning 2019-2020
Cleveland State University - Additional Coursework, Accounting 2011-2012
NYU School of Professional Studies - Certificate, Financial Planning 2019-2020
