Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. Each client receives our close
personal and professional attention.
We are a veteran-owned, woman-owned
business ready to meet your financial needs.


Don't take our word for it, here's what others have to say

We are a very small business, but Karen treats us like we are super important.  That makes us feel awesome.  I would recommend her to anyone!


Rachel Coleman & Carlos Dorado

Karen and her team at Green Tree are
the best!  They are a perfect fit for our business.  They customized their service to match our needs and have always treated us honestly and fairly. 
I know they are always watching out
for our best interest.

Fortress Property Management

Dathan Jacobson

Karen has been our accountant for five years.  It truly matters to her to make sure she is on the same page with our goals and dreams for the future.   

Sloop Taylor Inc

Pamela Taylor



Our performance reflects our high standards and quality service.


When you contact us, we will strive to earn your respect by responding quickly and accurately.


Our overriding goal is to provide high service quality and create satisfied and loyal clients.


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Sources: The NCAA Division I Council decided today that fall sport student-athletes can compete in any amount of competitions this year and it will not count as a season of eligibility. This still needs to be approved by NCAA Board of Governors on Friday.

— Pete Thamel (@PeteThamel) August 19, 2020