Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.


As a CPA with a B.A in accounting and an M.B.A. from the University of Massachusetts, Amherst , I bring 18 years of experience with a focus on corporations, partnerships and individuals accounting and tax needs.

She has spent most of her 18 year career as a CPA working with local businesses in the South Coast and surrounding areas.  Her experience includes accounting, audit and tax services.  She has a  B.A. in Accounting from the UMass Dartmouth and M.B.A. from Webster University.

I launched my career at EY in the asset management audit group after graduating from University of Massachusetts, Amherst with a B.A and an M.S. in Accounting. I am a CPA and have held various CFO, Controller, and CCO positions within the alternative investment space. I’ve worked for start-up and large investment managers and have an in-depth understanding of an RIA's regulatory landscape.