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.
Elizabeth Zeldes founded CPA for Seniors in 2005 (previously known as Senior Advisory Services PLLC) in order to serve older adults through daily money management, fiduciary accounting, tax services, and advocacy. She has spoken at national conferences of the American Association of Daily Money Managers and American Society on Aging, as well as Michigan Elder Law Institute of Continuing Legal Education, Grand Valley State University Art & Science of Aging Conference, WZZM 13 TV and numerous community groups. Elizabeth is currently an Ambassador for the American Association of Daily Money Managers. Originally from Tennessee, Elizabeth graduated from the University of Tennessee with a B.S. in Accounting. She currently lives in an empty nest in Grand Rapids with her high-school sweetheart husband.
Antoinette is a business graduate of Aquinas College and serves as an advocate for both children & seniors! In her daily money manager role, she truly believes in journeying alongside her senior clients to help them look out for financial issues and keep them up to date with their personal finances. Antoinette volunteers as a court appointed special advocate for foster care children when she isn’t spending time with her husband and grown son and daughter. Antoinette enjoys golfing, skiing and learning new things.
Heidi graduated from Michigan State University with a Bachelor’s degree in Accounting. She began her career in public accounting and then proceeded to work for many years as a Controller for Gordon Food Service. Since joining the team, Heidi has been able to use her passion for finance in managing the senior services team. She counts it a privilege to prevent financial misstep and prolong independence for seniors! Between running her four kids to soccer games with her husband, in her spare time, Heidi enjoys reading, going to the beach and dabbling in real estate.
Deb has always had a passion for making others feel included! Although she appreciated her role in both non-profit organizations and small businesses she is truly inspired through working with seniors. As a daily money manager she enjoys listening to their journeys, removing obstacles from their finances and advocating for their rights. 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!