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   I have been certified as a Public Accountant since 1998 and have worked in public accounting since 1994. I started as a Fresno State Bulldog and graduated with a Business and Accounting degree at California State University – Fresno. After relocating to San Diego in 1995 I met my husband Kurt, and we married in 2003.

   I began my career in San Diego working for a public CPA firm in downtown San Diego. My journey started heavy in financial statement audits in many different areas; government entities, small and large local business and large local non profits to name a few. After my certification as a CPA I branched out to work with two more local CPA firms over the next four years broadening my experience in the public tax arena. 

   After realizing there was still so much more to learn, I had the opportunity to work for attorneys during the last 10 years that specialized in estate planning in addition to offering tax services to their clients. During that time I have gained experience in areas of basic estate planning, 1031 exchanges, pension plan benefits and Internal Revenue Service audits for high income taxpayers.

   Since 2010, I have formed my own business focusing on creating a legacy for my clients. This involves hands on attention to each client, whatever their goal may be. Everyone is unique and I focus my attention on doing what is best for each client. I enjoy the flexibility my own business has to offer and I want to help people find the same comfort in their own lives.

   Over the 15 years I've been in San Diego I've learned to love the lifestyle, weather and the people San Diego has to offer. If I have any downtime, I run half marathons, try to golf every now and then, and dabble in the real estate field as well.