Biographical Information
I help individuals stay organized and on top of their financial responsibilities—making sure bills are paid, budgets are tracked, and records are maintained. I assist with banking, account reconciliation, tax document prep, and fraud monitoring. While I don’t offer investment advice, I provide peace of mind by preventing missed payments, late fees, and financial confusion.
My services are especially helpful for seniors, busy professionals, or anyone needing extra support with day-to-day financial tasks.
In addition, I offer friendly, patient tech support—specializing in Apple devices. I help clients set up and troubleshoot technology to make managing finances and navigating healthcare easier and more accessible.
My goal is to simplify life’s daily financial and technical challenges so clients can feel confident and in control.
