ABOUT US – INTEGRITY, EXPERTISE AND RELIABILITY

Kathy Uros - President

♦ Extensive experience in corporate financial and administrative management.
♦  With Kaspick & Company before founding Mindful Money Management;  put skills to work in the areas of accounting operations, business planning and management, financial planning and analysis, and risk management; responsibility for directing an $18 million expense budget, and planning development and delivery of management reporting.
♦ Served as vice president at Charles Schwab & Co. for 12 years, holding positions in treasury management and product management.
♦  Active member of the American Association of Daily Money Managers and ProVisors.
♦ MBA in Finance from California State University, Fresno.
♦  Passion for applying a wealth of knowledge to help clients’ meet their goals, enjoy peace of mind, and have more time for themselves.

Mekele Cole-Purvis - Client Account Manager

♦ Over 30 years’ experience in accounting and bookkeeping, and 15 years in human resource management.
♦ Expertise in all aspects of accounting.
♦ Held positions ranging from Full-charge Bookkeeper to Chief Financial Officer in a variety of industries.
♦ MBA in Human Resource Management and Associate Degree in Accounting.
♦ Loves all things analytical and applying years of experience and knowledge to provide clients with value-added services.

Cindy Garretson  -  Bookkeeper

♦  Over 20 years of accounting experience.
♦  Vast bookkeeping experience in various industries.
♦  Associate’s degree in accounting and a Bachelor’s degree in anthropology.
♦  Takes pride in providing accurate, timely information so clients understand their financial position.

 
To learn more about how we can help you streamline your finance and accounting tasks,
contact us at info@managemoneymindfully.com or (650) 339-2138.