With nearly 20 years of experience serving accounting and finance roles across many industries, I’ve found much of my career has ultimately been about helping businesses and property owners bring clarity, structure, and confidence to their operations.

While originally from Oregon, my education brought me to Boston where I studied accounting and finance at Suffolk University and found myself nurturing a curiosity in real estate while supporting a local commercial real estate company in their daily operations. Having now spent over 10 years working in commercial real estate; accounting and operations. For the past decade, I’ve worked in a controller capacity, overseeing everything from day-to-day bookkeeping and financial reporting to tax planning, process improvements, and the operations of a diverse commercial property portfolio.

Managed by Cleo grew organically from that experience. What began with managing a single property and providing bookkeeping support quickly expanded through referrals and trusted relationships. Today, I help owners of smaller commercial properties access the kind of financial oversight and operational expertise typically associated with much larger portfolios—without paying for services they don’t need.

My approach is practical, collaborative, and tailored to each client. Whether you need reliable monthly financials, help improving your internal processes, ongoing property management support, or a trusted partner who can see the bigger financial picture, I’ll meet you where you are and build a solution around your goals.