
For more than 20 years, I have worked with money from many sides of the table.
I have worked in accounting, financial services, corporate environments, federal tax enforcement and compliance, entrepreneurship, nonprofit leadership, and financial consulting. I have served people making everyday financial decisions and people facing situations that could significantly change their families, businesses, or organizations.
Along the way, I learned something that no degree, credential, or job title could teach by itself:
The number someone is worried about may be real, but it is often only one part of what is driving the situation. The number in front of you is rarely the whole issue or the only solution.
My perspective was built over time.
My education gave me the technical foundation.
I earned a bachelor’s degree in business administration with a concentration in accounting, an MBA in Accounting and Finance, and a graduate certificate in Advanced Accounting.
My career taught me how financial systems work in practice.
I have worked with financial institutions, hospitality businesses, retail, corporate accounting departments, the federal government, nonprofit organizations, business owners, individuals, and families. I spent seven years as an IRS revenue agent and later built my own company.
My clients and customers taught me people rarely experience money as a clean spreadsheet.
Money intersects with family, work, business, taxes, relationships, responsibility, opportunity, fear, timing, values, and the future they are trying to build.
And life has reinforced that lesson.
There is a difference between knowing how a financial decision works on paper and understanding what it may mean for the person who has to live with it.
That difference matters to me.
Today, I bring all of it to the table.
When I review a financial situation, I am drawing form more than one profession or chapter of my career.
I am bringing accounting and financial training.
Years of reviewing financial records and identifying what does not fit.
Exposure to the financial lives and decisions of thousands of customers and clients.
Experience working within corporations, financial institutions, government, nonprofits, and my own business.
Leadership experience.
And the judgment that develops when you have spent more than two decades watching financial decisions play out in real life.
That is the perspective behind NTFS Global.
I do not look only at the number in front of me. I look at what connects to it, what may be missing, what needs to happen next, and how the pieces should work together as the transition moves forward.
Because sometimes the question in the room is not simply, “Can I do this?“
The better question becomes:
“What does this change require of me now, and what needs to happen next?“
That is the kind of question I believe creates clearer choices, stronger strategy, and a financial life that reflects what matters most.
Lead with legacy. Be financially you.