I'm Jena, an Enrolled Agent (EA) and a Certified Tax Advisor (CTA) who supports leaders and business owners with financial strategies that stand the test of time. With over 15 years of experience working alongside respected leaders and executives across various industries, I've managed $2B budgets and $2k budgets. 

In 2022, I made the leap from employee to entrepreneur, driven by a desire to help families like mine build the life they want now and later in retirement. I am so blessed to use my gifts to help others track their finances, pinpoint essential actions to sustain cash flow, and uncover hidden opportunities for financial growth. I also understand the balancing act, stress, and demands of running a business. 

Whether it’s strategizing for tax savings, managing your business finances, or planning for future growth, our team is dedicated to making sure your financial journey is smooth and successful.