VINE FINANCIAL PARTNERS - Key Persons
Ashley has over 20 years in the accounting field including positions as an auditor, a consultant in the public service field , and an accountant for property managemnet and real estate companies.
Nathan and Christel joined forces in July 2018, offering her incredible corporate skill-set to the small-business community, all while facilitating a balanced work environment. Within these discussions, the idea for Vine Financial Partners was planted. Christel brings a deep-rooted love of business psychology, process improvement and real estate, as well as a passion for the holistic approach to life and business.
After finishing his degree in accounting, Nathan started working for a small public accounting firm, working hand-in-hand with entrepreneurs on bookkeeping and tax planning. After starting a family, Nathan moved on to CFO roles for various companies. Before long, Nathan decided to combine the two, and offer CFO-level services and tax planning to the thriving entrepreneur community and to create a flexible work environment for other professionals, like himself. Nathan loves the relational-aspects of being a hands-on adviser and enjoying life with family, friends, and clients alike. Beyond tax planning, Nathan has an extensive background in the construction industry, business development, and marketing.
Sarah Roberts is an experienced bookkeeper with an emphasis on efficiency and process improvement. In her free time, Sarah teaches and translates American Sign Language (ASL).