I am a passionate entrepreneur dedicated to helping small businesses thrive by providing clear, actionable financial value. My background is rooted in technical precision; after two years in investment management—during which I earned my Series 65 certification and passed the CFA Level I exam—I transitioned into the world of business ownership.
That journey wasn't without its hurdles, but those early challenges provided the invaluable lessons that led to the founding and success of Mattingly & Ott Financial Accounting. Today, I find a great deal of fulfillment in sharing my expertise in numbers to help other local owners navigate their own paths to growth.
I am an advocate for our local business community and always eager to connect. If we haven't met yet, please reach out—I’d love to learn more about what you’re building and how we can support one another.
