We are here to help our clients achieve their dreams. A diverse team of individuals, we work together to deliver top notch advices and results for our clients. As trusted financial advisors to our select clientele, it is important to bring a well-rounded set of perspectives to every engagement.
Bette Hochberger
Founder, Managing Director
Bette is the founder of the firm that bears her name. After launching her career in private accounting with technology startups and nonprofits in Boston and Miami, she transitioned to Public Accounting at large regional firms. She founded her firm so she could focus on the needs of small business owners instead of chasing billable hours with large corporations.
Jordan Guthrie
Director of Client Success
Meet Jordan, our dedicated Director of Client Success based in Indianapolis. She graduated from FAU and is currently attending USF. With a robust background in healthcare and social media, Jordan has seamlessly transitioned into her role, where she excels in ensuring client satisfaction and fostering strong relationships. Her passion lies in crafting innovative strategies that drive success for both clients and the company alike. Outside of work, Jordan enjoys singing, embroidery, and spending time with her feline companions.
Yaylin Martinez, MBA
Head of Operations
Yaylin is an accomplished operations leader who combines business insight with a passion for building organizations that scale. With an MBA from the University of Miami, she has a strong track record of driving growth through operational efficiency, strategic planning, and people-focused leadership. Her approach balances structure with innovation, streamlining processes while empowering teams to excel. Dedicated to creating lasting impact, Yaylin ensures that the organization operates with clarity, agility, and a vision for sustainable success.
Nick Giannavola
Tax Accountant
Nick is a dedicated Tax Accountant from New York with a Master’s Degree and Quickbooks Certification With a keen eye for detail and a passion for helping clients navigate the complexities of tax regulations, Nicholas brings valuable expertise to our team. Outside of his professional pursuits, he enjoys watching baseball in his spare time.
