Most firms compete on what they know. I compete on how I think.
Central Ohio, by choice. I built Mantle™ for business owners who build, and I still lead every Blueprint myself.
- B.S. in Ministry Leadership
- Enrolled Agent
- Certified Main Street Tax Advisor
- QBO ProAdvisor Advanced
- Patriot Partner
- Jobtread Certified
- Series 6 (2020, retired)
- Life Insurance Agent License, Ohio (2020, retired)
Better financial decisions begin with better financial thinking.
I started this firm for the business owner whose financial life is handled by good people who never speak to one another. The preparer does not talk to the bookkeeper. The bookkeeper does not talk to the advisor. The attorney is called once and then not again for three years. Everyone is doing their job. Nobody is looking at the whole picture.
That gap is not a knowledge problem. It is a connection problem. It is also where most of the opportunity in an owner's financial world quietly sits.
So I start with questions rather than recommendations. Which of this year's decisions work against what you are building? Which of the people already advising you would change their advice if they could see what the others see?
The answers are rarely invented. They are usually sitting in your own numbers, waiting for someone to connect them. That is the whole job. It is why the first engagement is a Blueprint rather than a recommendation.
I lead that work, and I do not do it alone. You work with me and with the team behind me.
Hava on LinkedInThe type of questions I ask in the first 10 minutes.
It is the question being asked.
- Tax filing records history.
- Tax strategy shapes the future.
- Information creates reports.
- Understanding creates decisions.
- Good bookkeeping records transactions.
- Great bookkeeping reveals opportunities.
- Most professionals prepare returns.
- Mantle™ prepares business owners.
- 01Connection
Your Financial World. Finally Connected.
Tax strategy to business decisions. Bookkeeping to financial insight. Trusted professionals to one another. Today’s decisions to tomorrow’s goals.
- 02Claritywhich connection creates
Understanding Before Action.
Clients do not need more reports. They need to understand what the information means. Simplify the complexity, set the priorities, make the next step obvious.
- 03Confidencewhich clarity builds
Better Thinking. Better Decisions.
Confidence is not given. It is gained when information is connected and complexity becomes clear. The goal is not to decide for you. It is to help you decide better.
- 04Commitmentwhich confidence sustains
Relationships Built for the Long Term.
Steady, prepared, honest, and engaged beyond a single transaction, tax season, or recommendation. Wealth is built over years, not seasons.
Where I work
Columbus and Central Ohio. Delaware, Dublin, Westerville, Polaris, Grove City, Hilliard, Lancaster, Newark, and the townships in between. Most Blueprints happen over video. The hour is better at your table when we can.
Hava and her team are amazing. Very prompt answering questions to maintain quality bookkeeping. Strategic thinking skills to meet business needs. Highly recommend.