Judy graduated from Loyola University with a Bachelor of Science in Mathematics and passed the CPA exam the following year. She worked corporately until starting my own accounting in since 1982 specializing in accounting and tax practice working with small businesses and individuals.
Judy is a CPA with extensive experience in individual and business tax planning while also building a successful financial services practice. Her 30+ year old tax practice has cultivated unique experience that her clients find extremely valuable when providing guidance. Judy became a client of Coltiva Wealth before partnering with the practice, and her clients value her transparency and extensive knowledgebase.
In 2003 Judy added financial services into her accounting practice to enhance her offerings and provide much needed financial planning for her clients. Judy then partnered with the Coltiva Wealth team in 2011 to expand and enhance her service offerings to her clients and has continued to grow her practice
When Judy is not with clients, she is very active: Boating (both motor and sailing), enjoying plays at various theaters, reading spending time with family and traveling around the world with the love of her life. Judy is also a proud grandmother of two beautiful children.
Favorite Food : Seafood
Favorite Book : Currently the Outlander series
Favorite Quote : “The goal of education is the advancement of knowledge and the dissemination of truth.” – John F. Kennedy
Wants To Visit : A long list including Ireland, France, Netherlands, The Amalfi coast (Italy), Baltic cruise, Greece, Japan and Australia to name a few as well as many destinations on the eastern coast of USA and Glacier National Park.