About Denise
Growing up in a large family business, I witnessed firsthand the impact of professionals who didn't guide my family in a positive direction. This experience propelled me to pursue a career in the legal field for many years before branching out to help others in need of my expertise.
During my time in the legal profession, I encountered individuals and businesses facing complex financial challenges, often exacerbated by a lack of understanding or guidance. Witnessing the stress and uncertainty these situations caused motivated me to expand my expertise beyond the legal realm and delve into financial matters. With a deep-rooted understanding of both legal intricacies and financial principles, I found my calling in guiding individuals and companies to uncover their financial truths. My goal is not only to provide solutions but also to empower my clients with knowledge and insight, enabling them to make informed decisions about their financial futures. Whether I'm assisting a family with estate planning, navigating a business through financial restructuring, or helping individuals with tax matters, I approach each situation with compassion, integrity, and a commitment to achieving positive outcomes. I love what I do, and I am dedicated to making a meaningful difference in the lives of those I work with. |