Who We Are


We’re a boutique team of experienced financial professionals. But we’re people, first.


We’ve started, bought and sold businesses, helped companies grow smarter (including this one), faced down big financial challenges and chased down the next big opportunities.
We know money matters.
We also know the value of raising families and living lives that make all that work, well worth it.

People first.
It’s who we are.
It’s how we work.


Meet the team


woman-owned / 100+ years collective experience / specializing in small-to-medium businesses


Ginger Mathews

Paulette Farley
Staff Accountant

Jenny Koovakada
Staff Accountant

Heather Alfonso

Teresa Crawford

Elizabeth Black
Client Services Manager

Penny McCord

Ellen Whitley
Staff Accountant

Jaime Gordon

Brenda Kimberly
Staff Accountant

Isabel Hinsch


We’re ready when you are.