About Us

Experienced and skilled accountant/finance professional with more than sixteen years of proven career success in diverse areas of the profession and industries. Broad knowledge of internal control, operational control, finance control, investment analytics and management advisory. Broad knowledge of the accounting cycle, including revenue cycle and complex comprehensive financial statements. Broad knowledge of tax planning and tax preparation for purpose of clients understanding and solutions in the complex area of individual and corporate tax and tax credits.

Specialist in research and analysis of industries and organizations, for purpose of benchmarking reports, budgeting and forecasting reports, or any additional financial model that suits the needs of the organization. In addition, experienced and skilled in complex data analytics and dashboards for purpose of results presentation to executives and decision-making.

Education in the areas of Business with a BBA in Accounting from the University of Puerto Rico, an MBA in Finance from the University Interamericana, and a Doctor in Business Administration (DBA) from Walden University with a specialization in three areas: (a) Healthcare Management, (b) Information Technology, and (c) Project Management.  Currently licensed as an Enrolled Agent, Certified Control Specialist, and Certified Internal Control Auditor. In addition, certify as Doctoral Student Researcher, QuickBooks Pro Advisor, Intuit Bookkeeper Professional, Leadership Discovery, and Civic Leader Academy. An active member of the Association of Fraud Examiners, Institute of Internal Controls, National Association of Enrolled Agents, the National of Leadership and Success, the Institute of Internal Auditors, the Charleston Metro Chamber of Commerce, QuickBooks Ambassador Program, Society for Human Resources Management (SRHM), Historic Rotary Club of Charleston and Member of the Board of Director Girls on the Run Coastal South Carolina.