"The ability to assist with tasks that are overwhelming and to make the process and administration of financial matters more organized, efficient and manageable is extremely rewarding.” Basia graduated from the University of Illinois, Urbana-Champaign, with a BS in Accounting and is a CPA. She worked as a senior audit associate at Arthur Andersen & [...]
Growing up in Lexington, Massachusetts, Nicole Rolnick had a strong bond with her grandmother, who lived until she was 94 years old. “she was a wonderful role model,” she recalls, “and I learned a great deal from her about what it was like to age.” Nicole grew up in Lexington, Massachusetts in a medically- oriented [...]
“I enjoy connecting with my clients and working together to find solutions to meet their needs. My personal and professional experiences have provided me a good understanding of the needs and concerns of my clients, and I want to utilize that skillset to assist others and make a difference in their lives.” Ruthie graduated from [...]
"I enjoy knowing I am taking the burden off my clients and their family members. Taking care of bills and paperwork can be overwhelming. I love being able to make people feel more in control of their lives by helping them navigate this sometimes burdensome task.” Michele is a natural at helping others organize and [...]
“A budget is more than just a series of numbers on a page; it is an embodiment of our values.” Grant graduated from the University of Pennsylvania with a BA in Psychology and Sociology. He has worked in a variety of industries for companies around the country in accounting/bookkeeping and operations-focused roles. He is [...]
“I love to take what comes as second nature to me and help others feel a sense of calm when their personal finances and household affairs are organized based on a system that works for them.” Andrea graduated from Indiana University with a Bachelor of Science in Accounting. She has held various roles with The [...]
“It gives me great pleasure and a sense of accomplishment when I can relieve some of the day to day tasks for my clients”. Nancy enjoys assisting clients finding order and peace of mind by helping with bills, paperwork, other household details and advocating for her clients when the need arises. Her approachable personality is a [...]
"Working with my client has been so rewarding for me because I know how much she appreciates my help and can sense how relieved she is that her personal matters are in order." Karen graduated with a B.S.B.A. from Boston University with a concentration in Accounting. After passing the CPA exam she started her career [...]
Stay In Touch