Wise Mind Financial LLC was formed in 2010 to address the personalized accounting and financial needs of individuals and small businesses with a focus on therapists in private practices.

While making the career transition from corporate accounting to counseling in 2007, I began working as a bookkeeper for a small business. I gained an appreciation for the sacrifice and drive it takes to be a small business owner. While I knew corporate accounting was not for me, small business bookkeeping and consulting was just right! It’s a privilege to be able to help people who are building their financial legacies.

Wise Mind Financial has evolved over the past decade, but my focus has stayed the same. I want to help you break through mindset barriers that make managing your work and financial life overwhelming so you can focus on what matters.