I’m The Boston Bean Counter, a CPA and personal finance coach with over 16 years of experience in accounting. I grew up in a blue-collar family where money was tight, and I learned early on how important financial discipline and smart planning can be.

As a young adult, I became determined to build a different financial future for myself. I worked full time while going to school at night, committed to advancing my career and strengthening my financial knowledge. During that time, I spent two focused years aggressively paying off my student loans and became debt-free in 2015. That experience shaped the way I think about money and the way I coach my clients today.

In 2019, after years of hard work and persistence, I earned my CPA license. Since then, I have continued serving individuals and small business owners, including running my own tax business. My professional background allows me to combine technical expertise with real-world, practical guidance.

My approach blends lived experience with professional insight. I help individuals and small business owners understand their finances, tackle debt, plan for investments, and make smart financial decisions that fit their lives. I also guide clients through major life transitions such as divorce or career changes, when clarity and confidence matter most.

I work with clients of all ages, from young adults who were never taught personal finance to mid-career professionals ready to take their money to the next level. My goal is simple: to help you feel empowered and confident about your finances without feeling judged or overwhelmed.

When I am not helping clients, I love traveling and exploring new countries. I have visited over 20 countries and always make sure every trip is fully paid for before I even leave. Traveling has reinforced my belief in intentional planning and disciplined financial choices, values I bring to every client relationship.

Let’s take control of your money together.