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O.B. (Chantilly, VA)

  • 25 years of financial analysis and planning experience working with high-net-worth families helping them define and achieve their personal financial goals using eMoney and Holistiplan financial software.

  • For a wealth management firm, reviewed, prepared, and delivered comprehensive financial planning analysis, including personal financial statements, periodic cash flow/budget analysis, property and casualty insurance reviews,  education, retirement planning, and lifetime cash flow analysis.  

  • Presented the latest financial planning updates to the firm, along with technical tax updates regarding personal finances, specifically regarding the SECURE Act. Advised clients on tax planning strategies and coordinated income tax preparation with outside tax accountants.  
  • 20 years of experience running her own business working with high-net-worth families and providing accounting services tailored to clients’ needs. Advised clients on complicated tax planning strategies, and coordinated client financial information with advisors, such as accountants and estate planning attorneys.

  • Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Personal Financial Specialist (CPA/PFS). Expert proficiency in eMoney Financial Planning software.  Advanced proficiency with Holistiplan and Quickbooks Online and proficiency with CCH ProSystem Tax Software.

  • MS in Taxation from George Mason University. BS in Accounting from Marquette University.

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