Meet Venus
As a Certified Public Accountant and financial services professional, I have dedicated my career to helping individuals and organizations manage their financial resources wisely. Since 2008, I have served the Charlotte Metro area, initially in public accounting and, for the past five years, specializing in RCSA testing. My passion lies in teaching people how to create practical budgets, reduce debt, and increase savings to achieve financial stability. In 2025, my firm expanded its solutions to include life insurance and fixed indexed annuities, further enhancing the range of services we provide.
Outside of work
In addition to my professional work, I am deeply committed to community involvement. I proudly serve as a board member for the Girls on the Run Charlotte chapter and actively volunteer through my church, finding joy in giving back and supporting others.
Outside of work and community service, I pursue my love for dance and fitness. I discovered Urban Ballroom dancing in 2020 and have since expanded my skills to include Chicago Step and DFW Swingout. I also enjoy running, hiking, reading, and traveling, always seeking new opportunities to grow and connect with others.
Explore Services
Tax Preparation
Professional tax return preparation for individuals, businesses, and estates, plus audit defense and identity theft protection for added peace of mind.
Financial Planning
Personalized strategies to help you budget, save, and plan for retirement, all tailored to meet your current needs and long-term financial goals.
Insurance & Annuities
Independent life insurance and annuity solutions designed to protect your family, build wealth, and create lasting financial security.