My Credentials
Education & Licenses
One of the best ways to ease anxiety and worry is through broadening your education and experience in order to gain confidence. I believe we are here to grow and expand throughout our lives and I intend to continue growing until the very end!
- Massachusetts Licensed CPA since 2003
- Certified Specialist in Estate Planning (CSEP)
- Obtained Masters of Business Administration (MBA) from University of Hartford
- Awarded Edith S. Cartin Scholarship for Academic Excellence at University of Hartford
- Graduated Suma Cum Laude from University of Connecticut with a Bachelors of Science in Business Administration majoring in Accounting
- Studying Ayurveda and Yoga Philosophy working towards my certification as an Ayurvedic Wellness Consultant
Professional Experience
I have always been involved with numbers and finances following in my Dad’s footsteps. My “dharma” has taken me on a professional path starting with business accounting, to tax preparation, to supporting seniors with their finances as they age and then helping their families through the estate and trust settlement process.
- Self-Employed CPA specializing in taxation and financial administration for estates, trusts and senior individuals
- Serve as Power of Attorney, Personal Representative and Trustee for various clients
- Prepare accounts, fiduciary income tax returns and estate tax returns for Trust and Asset Management department of local bank
- Independent contractor for Probate Department of local law firm
- Tax Preparer for CPA Firm in Florida Keys servicing high net worth clients, estates and trusts
- Accountant in General Accounting and Financial Reporting & Consolidations department for Fortune 500 company
- Various accounting positions held with nursing homes, hospitals and non-profit organizations
- Auditor for large public accounting firm based in Hartford, CT