About Jessica

I'm a CPA with a deep love for all things finance – and an even deeper commitment to helping people thrive!  My sweet spot?  Supporting mental health professionals and solo entrepreneurs who are ready to take control of their financial story.

​

My passion for numbers is more than just professional – it's personal.  I've always been a numbers person, and I genuinely believe that when you start paying attention to the patterns in your finances, you unlock insights that can transform your life and business. ​

​

I started my first 3 years of my career in healthcare insurance, then spent the remaining 14 years in finance, audit, & risk management.  I served as an Audit & Risk Manager at a top-10 public accounting firm and later as Audit Director at a county hospital in the Dallas-Fort Worth area.  My experience also includes time at a genetics laboratory, and a Fortune 10 healthcare company that specializes in pharmaceutical and IT.

My specialty in data analytics has always been my happy place – numbers tell stories, and I love helping people read between the lines.

​

I bring that same analytical lens to personal finance and small business strategy, especially for those in the mental health space.  You have the data.  I help you use it to grow your business, build wealth, and make informed decisions to avoid costly mistakes.