I support the growth of mission-driven businesses by helping them navigate their finances.

WELL CO-OWNER & PARTNER

I have worked with top financial firms and world-class clients from around the world, and through this, I have developed a passion for providing quality customer service and delivering value. I also became a certified Trauma Of Money facilitator, allowing me to offer a trauma-informed lens when working with clients to support them in gaining financial security.

Through learning and sharing the best financial practices from my 14 years of experience in the industry, my clients can see the results of my expertise on an annual basis. they have more clarity on where they are going, feel less stressed about cash flow, and see increased profits in their business.

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Jennelle Dodd

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Sacha Whalen