LEADERSHIP TEAM
Real People. Real Passion.
Behind every great business is a solid set of books. That’s where we come in, detail-obsessed, people-focused, and always in your corner.
Meet your partners
LEADERSHIP TEAM
Real People. Real Passion.
Behind every great business is a solid set of books. That’s where we come in, detail-obsessed, people-focused, and always in your corner.
Meet your partners
Meet Kristin!
Since joining the MyBooks.Pro team in 2019 and now serving as President, Kristin blends her detail-oriented mindset with a deep commitment to helping clients thrive. She leads her team with clarity and purpose, focusing on account strategy, business development, and creating a culture of excellence.
Experience Matters
Kristin has been in the financial industry for over 15 years, from retirement planning to business accounting. She knows how to navigate both the numbers and the people.
How It Started
After graduating with a Bachelors Degrees from the University of California, Davis, Kristin landed a Client Management role at a retirement firm and discovered her passion: helping people feel confident about their financial future.
Her Role Today
Since joining the MyBooks.PRO team in 2019 and now leading as President, Kristin combines her detail-oriented mindset with her desire to see clients thrive, focusing on account strategy and business development.
Beyond the Numbers
Kristin’s love for spreadsheets is only matched by her love of family and sports. She’s a proud mom of two, a devoted coffee-lover, and a fierce competitor on her women’s traveling softball team.
Where She Calls Home
Kristin lives in Lincoln, California, with her two amazing children, embracing a life full of family, fitness and purpose.
Meet Adam!
From Merrill Lynch to co-founding MyBooks.Pro, Adam has spent 20+ years helping entrepreneurs get clarity and confidence with their numbers. Whether it’s profitability coaching or building smarter bookkeeping systems, he is all about making your money work for your mission.
Connect with UsHOW IT STARTED:
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.
ENTREPRENEURIAL JOURNEY:
In 2002, Adam founded his second financial services company, Rising Stock, helping direct-sales companies with bookkeeping and profitability coaching. He co-founded MyBooks.Pro in 2018 to expand that mission further.
COMMUNITY + PASSIONS:
When he’s not working, Adam is active in leadership at Beth Emet Synagogue. He’s also a classically trained violinist and a passionate basketball enthusiast.
HOME BASE:
Adam lives in Evanston, Illinois, with his wife, Melinda, and their five children.