Your Financial Partner

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Strategic financial partner for construction and real estate business owners who are ready to lead with clarity.

I spent seven years at top-tier public accounting firms, including BDO and Grant Thornton, working with businesses across industries. And I kept seeing the same pattern:

Construction and real estate owners working incredibly hard, making solid revenue, building something real but completely flying blind financially.

Their books were messy. They had no visibility into job profitability. They were making six-figure decisions based on gut feel and bank balance.

The problem wasn't that these business owners weren't smart or capable. The problem was that nobody was giving them the financial clarity and strategic partnership they actually needed.

Their bookkeeper recorded transactions. Their CPA showed up once a year for tax compliance. But nobody was helping them see what was coming, make strategic decisions with confidence, or build financial infrastructure that scaled with their growth.

That's why I built Enlightened Advisory.

WHY I WORK DIFFERENTLY:

I didn't want to be another accountant who sends reports and disappears. I built this firm around true partnership; working alongside business owners, not just for them.

Partnership means: We build financial systems together and meet regularly to make strategic calls as a team.

Authenticity means: I'm direct. I translate complexity into plain language and tell you exactly what I see.

Service excellence means: I don't leave stones unturned. When I take on a client, I'm all-in.

MY BACKGROUND:

I hold a Master's in Accounting and spent seven years in public accounting working extensively with construction and real estate clients. I understand job costing, development cycles, and operational complexity.

I also have a background in education which shaped how I work with clients. I don't just deliver numbers, I make sure you understand what they mean and how to use them.

I currently serve as Board Treasurer for a national nonprofit, overseeing grant compliance and financial strategy.

WHO I WORK WITH:

Construction, real estate, and mission driven business owners running $1M-$30M+ operations who need financial infrastructure that matches the business they've become.

They value clarity over cheap solutions. They want a thought partner, not just reports. And they're ready to implement.

If you've outgrown transactional accounting relationships and are ready for CFO-level partnership, you're in the right place.