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.

Cindy Meliwsky

Tax Manager

Cindy has started in tax as an analyst with Morgan Stanley as served in both in-house and public accounting roles in New York City and Denver before relocating to South Florida. She is an expert tax manager, with expertise in publishing, finance, retail, and energy.

Jordan Guthrie

Social Media

Originally from Indianapolis, Jordan is midwestern nice, and Fort Lauderdale Chic all at the same time. Jordan moved from health care worker to social media a few years ago, and has rarely looked back. Her work in social media has taken behind the scenes and backstage as some of South Florida’s most exciting events like Riptide Music Festival, Chili Cookoff, Elvis Duran’s Pool Party, and invite only Super Bowl LIV events. A vegan, Jordan loves cats and the BurgerFi’s Vegan Beyond Burger.

Conroy Spence

Finance

Born and raised in Miami, FL, Conroy began a career in finance that includes experience in banking, retirement planning, auditing, and accounting. Prior to that, he served six years in the US Army National Guard and enjoys eating Jamaican, Indian, and Mexican food in his spare time.

Peter Hubshman

Advisor, Finance

Peter is in his 5th decade of finance and strategy. After a lucrative career in finance and early Internet Ventures, he now enjoys advising Innovative Startup Companies and owner-operating Small Businesses on how to achieve their homes and dreams.

Alex Hochberger

Advisor, Strategy

Alex has worked in every facet of the consumer and business Internet across his 20 year career. Having sold two startups, he advises Startup Companies in strategy and marketing, both here as Chief Innovation Officer at Z9 Ventures, a Miami-based Venture Capital Group. Previously, Alex has served as Chief Marketing Officer in the Behavioral Health space, Chief Technology Officer in the Financial sector, and Chief Operating Officer in the Internet Space.

Success doesn’t just find you. You have to go out and get it.

Your Success is Our Success!