Overview
Theresa has a multidisciplinary background spanning television production, product support, the creative arts, nonprofit leadership, and business development. She runs business development for a small portfolio of specialized accounting and advisory services, supporting a team who works with a diverse range of entrepreneurs, business owners, closely held businesses, and high-net-worth individuals.
Education and Collaboration
Helping clients work through complex financial situations is central to what we do. We prioritize education and knowledge-sharing to provide clarity and support in divorce, business ventures, business valuation, and litigation.
We welcome opportunities to share our experience and collaborate with others. If you are interested in partnering on an educational article, podcast, video, presentation, CLE program, or other resource, please reach out.
CLE Courses for Attorneys
If you are interested in CLE programming relating to business valuation, tracing hidden assets, or leveraging a forensic accounting expert witness for your firm or committee, please contact Theresa to learn more.