Experienced Business Manager

I have worked in a Business Management environment in the Entertainment Industry since 1988. My specialty areas of expertise are complete and accurate financial organization and daily cash management.

Typically, high net worth individuals and busy executives work with a number of experts in various fields, including tax professionals, attorneys, insurance agents and investment counselors. More often, these individuals do not have one person overseeing and coordinating all professional services. Business Management Services professionals develop a relationship with each existing advisor and coordinate activities to avoid duplication of efforts and unnecessary charges and to ensure that each client’s short and long term goals are met.

As a dedicated business management leader, I work with clients to establish a close relationship and develop a comprehensive plan customized to unique needs.

Sherri Shepherd talks about the importance of having a business manager

LGBT Community

I have extensive expertise in working with same sex couples, and individuals in the LGBT community. I act as your “Financial Quarterback” and put all the pieces together, always focusing on your individual needs. I assist clients with major purchases (home, auto, refinance), insurance, banking, bill payment, and payroll tax returns to insure smooth and efficient daily financial operations. Highly detail oriented and client focused, I always have my eye on your bottom line.

Helping clients achieve their goals

My passion and goal is to share my knowledge and experience, give back to my community through volunteerism and philanthropy, and give my clients peace of mind so they can focus on maximizing their wealth preservation and achieve their individual goals.