Judy Horbelt
has over 25 years experience
in accounting and management
in the financial, investment and insurance industries as controller, assistant controller and auditor.
She has been providing financial consulting in the mortgage industry since 2003. Judy holds a Bachelor
of Science in Accountancy.
Shelley Hoene has over 20 years in small business accounting with an emphasis
in tax preparation for the last nine years. In addition, she spent
five years as an auditor in the banking industry. Shelley earned
a Bachelor of Science in Business Administration, is an Enrolled
Agent (EA) with the IRS and is a Certified Senior Adviser (CSA).
OUR MISSION We provide valuable, professional, daily money management services
to small business’s, seniors, and their families so they are comfortable and confident
with their financial affairs.