FOCUS ON WHAT YOU LOVE

I'm very grateful to have found Tana. She is prompt, proactive, orderly and does a great job keeping attention on the priority tasks, which is what you hope for of someone in her role. She's always personable and works hard to make herself and her services convenient to me and accommodating of my schedule and work. She has always been professional and respectful while also advising with complete candor. For all these reasons, I'm grateful to have her supporting my company.

-Nathan, Professional Services

Tana is extremely thoughtful and thorough when performing a Financial Wellness Assessment. She asks all of the right questions and really listens to your business needs. Tana has an extensive understanding of many different business models and really helps you narrow the lens so you have a better understanding of your finances. She is super passionate about her work and that absolutely comes through in every interaction with her. I view Tana as an integral part of my business operations team, and I highly recommend working with her!

-Stephanie, Founder Exec Wranglers

Tana helped us scale the business when the wheels were barely on the bus and now she heads up our Family Office while chasing her own entrepreneurial dreams. She has been a trusted member of the team and coordinates with all levels of our organization so we can stay focused on what matters most.

-COO, Media