Trustworthy, Experienced, Reliable
Melanie worked in the travel industry for 15 years and oversaw all aspects of travel operations for a major investment bank. Throughout this career she gained extensive experience managing customer support, office operations, and leading teams. Melanie is currently involved with several educational and outreach programs in the community and she is certified in professional bookkeeping with QuickBooks Pro 2013 and she is a registered QuickBooks Online ProAdvisor.
Liz is the founder and principal of Personal Financial Navigation, LLC (PFN). The company addresses the growing needs of individuals and small businesses for effective and timely financial record keeping and management. By providing her clients with a systematic approach they can focus on the more important aspects of their lives or business.
Prior to forming PFN, Liz worked for a local estate and trust attorney as a paralegal. She also had a career in the financial services industry for 14 years working with global money center banks and corporate treasurers helping them optimize their financial operations.
Liz graduated from Rutgers University and is a Certified Bookkeeper with the American Institute of Professional Bookkeepers. She has lived in Westfield, New Jersey for 20 years and is an active member of the community.
Personal Financial Navigation, LLC is a bonded and insured company.