CPA/CFF, CFE, CVA
As a Neutral Financial Professional, I work with the family and the collaborative team to reach a positive outcome for your family’s new normal. The team and family calmly and respectfully discuss your interests and common goals. The parties may express their financial concerns separately or in a joint meeting with me. I will work to balance and resolve the needs and wants, and financial realities of the parties. Depending on the families’ understanding of their finances, my role can vary significantly. I can prepare a marital balance sheet, assist with budgets, run support scenarios, trace separate property, etc.
I love teaching and assisting families in understanding their finances, both now and in the future. If you have any questions, do not hesitate to contact me.
Fields of Professional Practice:
I am able to provide the following collaborative divorce services:
- Prepare the Statement of Assets, Liabilities, and Net Worth
- Identify and trace separate property
- Determine economic income for support purposes
- Provide tax analysis of support and property settlements
- Compile and analyze current and future budgets
- Provide financial scenarios and options for peaceful resolution
- Assist in client education of finances
Professional Licenses:
- Certified Public Accountant (CPA), Ohio, 2000
- Certified in Financial Forensics (CFF), 2008
- Certified Fraud Examiner (CFE), 2002
- Certified Valuation Analyst (CVA), 2005
Professional Education:
Urbana University, BSBA, Accounting, 1998
Collaborative Practice Group Membership:
Central Ohio Academy of Collaborative Divorce Professionals (COACDP)
Professional Experience/Activities:
Central Ohio Chapter of The Association of Certified Fraud Examiners
- President (2006-2010)
- Vice President (2015-2017)
- Treasurer (2002-2004)
- Past President (2010-2015)
- Board Member at Large (2004-2006)
International Women’s Insolvency & Restructuring Confederation (IWIRC) – Central Ohio Network
The Ohio Society of CPAs Women’s Initiative Committee
- Columbus Committee Member (2011-present)
Westfall Soccer Club
Personal Interests/Activities:
Scuba diving, sailing, camping, fishing, volleyball and soccer.
Collaborative Practice and Related Skills Training:
- Year, Training Type, Instructor, Hours
- 2009, Multidisciplinary Basic Interdisciplinary Training, Collaborative Training Solutions (CTS), 13 hours
- 2010, Advanced Interdisciplinary Training: Taking It To The Next Level, Pauline H. Tesler, JD, 13 hours
- 2012, Advanced Interdisciplinary Training: Navigating Emotional Currents & Having Productive Difficult Conversations in Collaborative Divorce, Collaborative Practice Training Institute (CTPI), 12 hours
- 2013, Basic Mediation & Uniform Mediation Act Training, The Supreme Court of Ohio, 14 hours
- 2019, Introductory Interdisciplinary Collaborative Training, Cincinnati Academy of Collaborative Professionals (CACP), 12 hours
- 2019, Collaborative Divorce Professionals Symposium : Tackling the Tough Stuff, Forrest (“Woody”) Mosten, 12 hours
- 2020, ADR: Specialized Family or Divorce Mediation Training, The Supreme Court of Ohio, 32.25 hours
- 2021, The New Brain Science: How Understanding What Is Going On Under the Hood Can Deepen and Strengthen Your Collaborative Conflict Resolution Work, Pauline H. Tesler, JD, 6 hours
- 2022, Collaborative Introductory Learning Program, My Collaborative Team, 9 hours
- 2022, ADR: Avoiding Mediation Pitfalls, The Supreme Court of Ohio, 3 hours
- 2023, ADR: Mediating High Conflict Disputes, The Supreme Court of Ohio, 3 hours
