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Welcome to Serenity.

WHERE RELATIONSHIPS BUILD FINANCIAL CLARITY AND GROWTH
At Serenity Financial Services, we are more than accountants—we are your dedicated financial partners. Since 2014, our team has provided personalized bookkeeping, accounting, taxation, and wealth management services to help business owners transition from entrepreneurs to confident CEOs.

Together, we focus on simplifying financial processes so our clients can focus on growing their businesses.

Founded by Abby Joseph, Serenity Financial Services is built on a foundation of resilience, community, and expertise. Abby’s background, inspired by her father’s entrepreneurial journey in real estate and her own passion for economics, drives our relationship-focused approach. With a bachelor’s degree in business management and a master’s in accounting, Abby instilled a culture that values teamwork and connection over transactions.

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Serenity is more than a name—it reflects our mission and legacy. Named after Abby’s daughter and inspired by the Serenity Prayer, it embodies the courage, wisdom, and perseverance that we bring to every client relationship.

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Our strength lies in our collaborative approach with our clients. Our team contributes their unique skills to ensure clients feel supported, understood, and equipped to achieve their financial goals. With Serenity Financial Services, you gain a team committed to building lasting partnerships that empower your business to thrive.

We're Here to Support You

The Serenity Financial Services Firm

 

Our team is dedicated to helping businesses achieve financial clarity and success. Each member brings a unique set of skills and expertise to ensure you receive the personalized support you need. From strategic insights to day-to-day financial management, we’re here to guide you every step of the way.

 

Get to know the faces behind Serenity Financial Services and the roles they play in making your goals a reality!

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Abby Joseph

CEO

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Monica Washington

Executive Assistant

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Christine Halpin

Senior Accountant

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Jeanea Proctor-Mills

Operations Manager

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Alisha Paige

Chief Financial Officer

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Ruby Love

Business Consultant

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Ryan Jacquez

Client Success Manager

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Nachi Manickam

Tax Manager

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Christopher Busch

Wealth Advisor

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