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. 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 leads a vegetarian lifestyle and enjoys spending time with her feline companions.

Kaylee Adams

Marketing Manager

Kaylee graduated from The Fashion Institute of Design and Merchandising with a degree in Fashion Merchandising and Marketing. Kaylee’s enthusiasm for both marketing and fashion fuels her drive to create captivating content that resonates with our audience. Her special interest in these realms allows her to bring a unique perspective to our social media marketing strategies, infusing them with creativity and a keen understanding of the ever-evolving digital landscape.

Yaylin Martinez

Head of Operations

Yaylin graduated from St. Thomas University right here in Miami and has since then been dedicated to the success and growth of businesses. Yaylin’s keen eye for operational efficiency and strategic planning has consistently driven our company toward new heights, while her unwavering commitment to building cohesive teams has cultivated a work environment where collaboration and innovation thrive.

Jose Hernandez


Jose is a dedicated professional originally from Venezuela, with Master’s degrees in Accounting and Auditing, and experience in diverse roles across sectors like retail and technology, including positions at KPMG. Currently, Jose is expanding his knowledge at Nova University and working towards his CPA license. Jose is passionate about financial markets and investment strategies, and in his downtime, he loves to unwind at the beach.

Emily Gutierrez


Emily is a seasoned professional hailing from Venezuela, boasting an academic background in Accounting and Business Administration. With years of hands-on experience spanning various aspects of finance and administration, she honed her skills in dynamic environments. Emily dedicates time to her family and nurtures a deep-seated passion for music.

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

Your Success is Our Success!