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jacquieb
Expert Alumni
Expert Alumni
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Hello! I have been in the accounting and finance field for over half of my life. I have helped my clients save thousands of dollars by engaging in proactive tax & financial planning. I am a central Florida native; born and raised in sunny Orlando, Florida. As a bright-eyed sixteen year old teenager, I found myself working in my uncle's CPA firm, and it was during that time, I fell in love with Finance. I have been sharpening my craft ever since. That love for numbers would take me on to get a double major in Accounting and Finance at the University of Central Florida. Furthering my education, I obtained my Masters in Taxation at Florida Atlantic University. After completing school, I took additional classes at UCF and took the appropriate state exams, to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. I also currently hold my Certified Public Accountant (CPA), Realtor, & Notary license with the state of FLORIDA.
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