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Our team
Hi, I’m Connie
Client Success Specialist
Connie is our Client Success Specialist, bringing her expertise as a skilled Bookkeeper and Accounting Principles Specialist. She ensures our clients' financial records are accurate, organized, and always aligned with best practices — making your experience smooth from start to finish.
Hello, I’m Amanda
Amanda Garcia & Associates
Accountant/Tax Preparer
amandagarcia.associates@gmail.com
We work in collaboration with a certified CPA firm to provide our clients with reliable and efficient tax services. This collaboration allows us to ensure that all financial data is accurately prepared and ready for tax planning, filing and compliance. Together we offer a cohesive approach that supports our clients through every step of their financial journey.
Hola, I’m Delfina
Founder of Currency Wellness
Financial Literacy Coach
Financial Relationship Coach
Former Operations Manager for Wells Fargo
25 Years of Financial Experience
Life Insurance Agent
Entrepreneur, Mom of 2 boys