Ann founded Personal Business Services (PBSI) over 40 years ago with a mission to provide compassionate and professional support to seniors seeking to maintain their quality of life and financial well-being. Today, Ann focuses primarily on mentoring and consulting, sharing her expertise to guide the PBSI team.
Ivonne developed her financial skills as a bank auditor and as a bookkeeper for various volunteer organizations. In addition, her experience as an instructor of senior fitness classes has refined her ability to connect with and support others. This unique blend of skills allows Ivonne to serve PBSI clients with exceptional care and expertise.
Sherry is our newest team member and is already contributing her breadth of skills which include client relationships, bookkeeping and problem solving. Good listening and communication are two strengths which you will enjoy.
Nora holds degrees in business and law and brings a diverse background with experience as a paralegal, attorney, and assistant urban planner. With a strong passion for genealogical research, she excels in thorough analysis and precision. Nora’s exceptional attention to detail, especially in the written word, is highly valued at PBSI.