Meet Our Team
Our team here at The Firm has over 25 years of combined financial and business consulting experience. While we all come from diverse backgrounds, one thing we have in common is our passion and commitment to providing exceptional customer service.
After 14 years as an MBB Mortgage Broker and Lender, I realized that I didn’t want to sell mortgages or deal with corporate red tape.
I wanted to go after my real passion – helping people with their day-to-day finances, something I truly love. So in 2014, I closed my mortgage company that was taking over my life and affecting my children so I could focus on this business as a CPA and financial coach.
At the time, there were no people doing what I wanted to do the way I wanted to do it, like I'm doing it(and there are still very few), so I had to start from scratch to create a process that would take the stress out of being a small business. I worked out of my old mortgage office helping old mortgage clients, friends, and my family, and created most of my own systems and processes.
I couldn’t help but realize that empowering small business owners to succeed was truly where my passion lies. There is nothing more rewarding than being able to take the stress and anxiety out of taxes and bookkeeping for entrepreneurs.
Katrina St. Rose