My mission is to help people achieve the best financial outcomes that suit their unique needs. I bring to the table extensive tax and accounting skills from my former business, Sirrine and Associates, Inc., a local Tax and Accounting business I started in 1981 and added Investment services to in 1993. A moment in my journey that set me on my path was when a firm sought access to my tax clients. After observing their lack of knowledge and sales-driven approach, I was convinced I could provide a far superior service on my own.
With over 30 years of investment experience, I support all staff members with research, review, and execution in the management of client investments. Outside of work, my passions include golf, American History, and gardening. I'm also a proud resident of St. Johns, a community I deeply cherish.
I have been involved in many organizations over the years, as almost any organization wants an accountant. Since 2009, I have been heavily involved in our start-up community nonprofit, St. Johns Area Community Fund, with the goal, through grantmaking, to improve our entire community. I currently serve as Volunteer Executive Director working with a wonderfully talented group of our younger citizens.