With over 25 years of experience working with older adults and disabled individuals, I’m deeply passionate about helping my clients navigate the complexities of personal finances. As a seasoned social worker and personal finance representative, I’ve worked extensively in long-term care, senior housing, and healthcare, giving me a comprehensive understanding of the unique financial needs of seniors and disabled adults.

I hold a Master’s Degree in Social Work, an Intuit Academy Bookkeeping Professional Certificate, and am a QuickBooks Certified ProAdvisor, which ensures I offer both compassionate care and expert financial guidance. My goal is to provide personalized, hands-on support to each client, allowing them to feel confident and at ease with their financial situation.

At Winleaf Bookkeeping, I blend my years of experience and qualifications to provide tailored financial services that simplify your life and give you the peace of mind you deserve.