Our team serves clients across the United States.
We have team members located in
California, Illinois, and Kentucky.
Our Founders
Adam began his career in finance as an investment advisor at Merrill Lynch in 1999. In 2002, he earned his CFP, affiliated with another Fortune 500 company and has been leading a team of financial planners there ever since.
In 2002, Adam founded his second financial services company, Rising Stock, helping direct-sales companies with bookkeeping and profitability coaching.
When he’s not working, Adam is busy volunteering in leadership at Beth Emet Synagogue. Adam is also a classically trained violinist and a basketball enthusiast.
Adam is based in Chicago, IL.
Connect with Adam on LinkedIn
Robert has been growing people and businesses personally, professionally, and financially for over 15 years. He started his journey as a sales rep in 2005 and was quickly promoted into management. By 2009, he was running an entire sales organization in Northern California where he was not only responsible for training but also, the profitability of the business. His knowledge and skill set in profitability grew rapidly. He was running payroll, doing bookkeeping, and analyzing reports for the business.
Robert started consulting in 2014 when he helped grow a startup company’s revenue from $1 Million to $10 Million annually within two years. He began coaching other businesses and became QuickBooks Online certified in 2017.
When Robert isn’t working with numbers, you can find him with his wife, Natalie, traveling or enjoying a delightful restaurant. He’s been to over 15 countries; his favorites being Hungary, Spain, Germany, Costa Rica, Czech Republic, and Ireland. Robert is also a football enthusiast and a semi-professional bowler. He has bowled 21 perfect 300 games!
Robert is based in Sacramento, CA
Connect with Robert on LinkedIn
Our Account Reps
Nicole has been working in the bookkeeping/accounting industry for over 10 years. She joined the MyBooks.PRO team in March of 2019.
Nicole is based in Sacramento, CA.
Cherish studied at Southern Utah University. Between her various job titles she has 7+ years of experience in the bookkeeping industry. She joined the Mybooks.Pro team in May 2019.
Cherish is married and has her hands full at home with three children, all boys – ages 13, 9, and 1. She volunteers at her children’s schools, cheers (loudly) in the stands at their sporting events, and loves being anywhere outdoors. Cherish also enjoys cooking and and the many house projects that come with living on five acres of property.
Cherish is based in Sacramento, CA.
Kristin has been in the financial industry for 10+ years ranging from the world of retirement planning to business accounting. Graduating from the University of California, Davis with a degree in Political Science, she fell into a Client Management position at a Retirement Firm and found a love for helping people prepare for their financial future. Since joining the MyBooks.PRO team in March of 2020, she uses her detail oriented sensibilities and desire to help others financially thrive when managing her client accounts.
Kristin’s love for numbers is only surpassed by her passion for family. A wife of 10 years and a mother to two beautiful children, Kristin enjoys scenic drives as a family and lazy Sunday morning snuggles, usually with the perfect cup of coffee in tow!
Kristin is based in Sacramento, CA.
Milcia has almost 10 years working in the accounting/bookkeeping industry including working for Intuit as a QuickBooks ProAdvisor trainor. She is bi-lingual in Spanish and English.
When she is not working, Milcia spends much of her time with her son and can be found online, playing video games to relax and decompress.
Milcia is based in Crestview Hills, KY.
