To be the preferred daily money management resource, through cultivating strong, intentional relationships with seniors and their caregivers. We understand the importance of cultivating trustworthy relationships with our clients and offering personalized accounting and planning services for their convenience.
Roxanne is originally from Rockford, Illinois, but has an accounting degree from Calvin College. She pursued her CPA license after graduation and spent three years in public accounting. After her third tax season she decided to try out private industry but couldn’t find a flexible job opportunity. So Roxanne decided to create the work herself by starting a company that offers quality, personal service while offering flexibility. Over a decade later, Roxanne continues to be passionate about using her accounting & leadership skills to help businesses, non-profit organizations and seniors manage their finances. Roxanne keeps busy with her husband and three young children and traveling whenever/wherever she can.
Tracy has worked for CPA for Seniors for over 6 years serving clients’ accounting and tax needs. Previously, Tracy worked for Price Waterhouse, Bain & Company, and small accounting firms. She is a graduate of the University of Michigan and has her Masters in Accountancy from Western Michigan University and Masters in International Management from Thunderbird School of Global Management. Tracy is the proud mom of 2 grown sons and has lived with her husband in Grand Rapids Township for over 20 years.
Deb is originally from the rural Otsego area but now calls Grand Rapids home. She has both non-profit and personal accounting experience but now spends most of her time working with older adults – offering daily money management and budget support services. Deb has a passion for seniors and wants to help them retain their financial independence. Deb enjoys her work with numbers, but likes to balance that out with painting, crafting, listening to music and connecting with nature. She has two sons, AJ and Kristopher, and although they are “almost grown” she continues be the supportive-proud mom!