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Get to Know Us Videos

Persistence, Practicality and Proficiency

If you'’re like most business owners, you’'d rather be doing just about anything other than your accounting. When you work with Melissa from the Miles Financial Management Team, she knows how to be gently persistent —asking the right questions to uncover the issues and then thinking through possible solutions —to create the correct-fit solution for her clients.

The Accounting Puzzle

In this video Jo Leung talks about how if you look closely enough, you can see true beauty in numbers…. It’s a puzzle filled with detail, discipline and patterns.

Living The American Dream

Jo Leung is a perfect example of the American Dream. She came to this country and created a successful life —by helping others to succeed in their businesses and their lives.

We’'re All In This Together

Melissa talks about how she is sensitive to the needs of the employees who work for her client companies as well as the other advisors who support her clients.