I help small business owners and individuals feel confident about their money, without the stress and confusion.

I provide bookkeeping and personal finance support that’s clear, honest, and practical. That can look like getting your books caught up, keeping things consistent month to month, tracking expenses, and building a simple cash flow plan you can actually stick with. My goal is to make money feel manageable, not intimidating, so you can make decisions with confidence.

Before I was helping shop owners sort through bank feeds and tax forms, I was serving in the Navy, working in information system roles that demanded accuracy, problem-solving, and calm under pressure. From there, I moved into risk-focused work and spent years learning how numbers tell the story and how to use data to forecast future income, spot potential risks, and plan ahead with confidence. That mix of discipline, organization, and real-world experience is what I bring to every bookkeeping and tax client I work with.

I kept seeing the same pattern: brilliant, hardworking business owners doing everything by themselves.

They needed a partner, which is why I started Balanced Path Financial.

I want your finances to be clear to you so that you can keep doing what you do best.

I believe your business should serve you not the other way around.