My journey into the tax industry started unexpectedly. What began as simply helping my best friend with her business quickly turned into a passion. As I gained more knowledge and experience, I realized I wanted to go deeper—not just preparing taxes, but truly understanding the process so I could educate others and change lives.

I am an easy-going, approachable person who believes in staying teachable. I love learning, and I love helping people learn. Clients describe me as friendly, patient, and welcoming someone who listens first and always puts their needs at the center of the process.

My approach is simple: honesty, clarity, and client-first service. I don’t just tell you what’s happening with your taxes I show you, so you feel empowered and informed. When the opportunity came to start selling tax software, I was excited because I knew how user-friendly it was compared to what I’ve used in the past. My immediate response was, “When can I start?”

Expanding into software sales and building a team felt natural to me. I believe in giving others the same opportunities that were given to me. Leadership, for me, is about creating more bosses, not followers.

I live by the SMART goal method, and I encourage every client and every team member to stay organized, put in the work, and remain open to learning. It’s how I operate, and it’s why clients trust me. They know the process with me will be simple, professional, and honest.

Outside of business, I’m grounded by nature, karaoke nights, good food, and spending time with my family and other likeminded individuals.

Looking ahead, my goal is to build leaders, grow TruePath Tax & Tech nationally, and continue stepping into my calling as a coach who helps others become their best.