I began my education at California State University, Hayward in 1988, studying Liberal Studies with the goal of becoming an elementary school teacher. As my life evolved—marriage, motherhood, and raising a family—my path shifted in a meaningful way. While I didn’t pursue teaching in a traditional classroom, I did become an educator at home, and my family embraced homeschooling as I taught my son and daughter.
In 2013, with my daughter in high school and my son in college, I discovered the CTEC program and decided to pursue tax preparation professionally. With my husband, Patrick, becoming a CPA in 2001, moving into the field felt like a natural fit—and it has proven to be a wonderful decision that allows us to work together in the family business. Since 2014, I’ve served as a California Registered Tax Preparer, and I find the work both engaging and rewarding as I help clients navigate the tax process with clarity, care, and confidence.
*Not Registered with LPL Financial.