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About  /  Our team

Meet the team

Bookkeepers, HR pros and compliance experts, all U.S.-based and on a first-name basis with our clients.

Two generations

A family business, still run like one.

Wanda Medina started MAVENTRI in 2009 to give small business owners the kind of financial support big companies take for granted. In 2021 her daughter, Veronica Duckett, took the lead. Today it’s a team of ten, and every client still gets a real person who knows their name.

2009

founded by Wanda

2021

Veronica takes the lead

100%

U.S.-based team

The whole team

Real people. Real names.

Every client works with a named team member, not a ticket queue.

Veronica M Duckett - CFO

Veronica M Duckett

CEO

Leadership

Profit First Professional

Veronica leads MAVENTRI, the firm her mother founded, bringing a background in marketing and technology to every client relationship. She’s also working toward her CPA.

Fractional CFO · The Profit Room · Growth planning

Mom of three, and somehow still finds time for CPA prep.

Kira Colon

Kira Colon

Chief Operating Officer

Leadership

SHRM-CP, CPP

Kira brings a decade of HR experience and runs MAVENTRI’s day-to-day operations. She builds HR and payroll systems for small businesses that are compliant, simple and modern.

HR compliance · Payroll systems · Operations

Chief Compliance Officer Betsy Medina

Betsy Medina

Chief Compliance Officer

Compliance

HCCP, FHC

Betsy has 25+ years in affordable housing, from housing counselor to managing a 3,500-unit compliance portfolio across several states. She’s trained compliance teams from Florida to California.

LIHTC & bond compliance · Tax credit training · Audits

She’s also a licensed mortgage broker and real estate broker.

Marian De Leon

Executive Assistant

Operations

Xero Advisor

Marian is a versatile and results-driven Virtual Assistant with a background in Computer Science and a wide range of professional experiences. From working as an Analyst/Programmer and Training Specialist to teaching ESL, I’ve developed the ability to adapt to various industries and roles. I bring my diverse skill set to help MAVENTRI streamline its clients’ operations and achieve their goals.

As a Virtual Assistant, I excel in administrative support, schedule management, email handling, data entry, customer service, research, and basic bookkeeping.

Schedule & Email Management • Bookkeeping •

When I’m not supporting clients, I enjoy hiking, mountain climbing, watching English movies, bonding with my three teenage daughters, and keeping everything organized at home.

Charmaine Stallworth

Charmaine Stallworth

HR & Payroll Associate

HR & Payroll

SHRM-CP

Charmaine brings 7+ years in HR, from benefits and recruiting to training and performance management. She’s the go-to for any employee question.

Payroll · Benefits · Employee relations

Loves anything to do with water, from fishing to the ocean.

Charisse Guzman

Charisse Guzman

Director of Accounting

Accounting

Bio Coming Soon!

Bookkeeping · Month-end close · Financial Review

Based in Utah with three dachshund “kids.” Off the clock: camping, fishing and paddleboarding.

Michelle Gregory

Senior Bookkeeper

Accounting

Michelle has more than 10 years in accounting and a bachelor’s degree to match. She lives for accurate categorization and books that balance to the penny.

Bookkeeping · Month-end close · Categorization

Based in Utah with three dachshund “kids.” Off the clock: camping, fishing and paddleboarding.

Lisa Hoffman

Lisa Hoffman

Bookkeeper

Accounting

Bookkeeping · Bills & invoices

Beth Gloe

Beth Gloe

HR & Payroll Assistant

HR & Payroll

Payroll · Onboarding paperwork

Hector Colon

Hector Colón

Accounting Associate & Process Engineer

Accounting

QuickBooks ProAdvisor, Xero Advisor

Hector has been on the team since 2017. A mechanical engineer by training, he turns messy financial processes into simple, repeatable ones.

QuickBooks & Xero · Process improvement · App integrations

He holds a mechanical engineering degree from Tulane.

Kathleen Kuhn

Payroll Specialist

HR & Payroll

Payroll • Benefits

Juan Carlos Rodriguez

Juan Carlos Rodriguez

Senior Client Accounting Manager

Accounting

QuickBooks ProAdvisor, Xero Advisor

Juan Rodriguez serves as MAVENTRI’s Senior Client Accounting Manager, bringing a service-first approach shaped by 20 years of experience in fire and rescue services, the United States Army, and defense contracting. His career reflects a strong work ethic, personal accountability, and the ability to navigate complex challenges with focus and sound judgment. 

Juan holds a B.S. in Strategic Studies and Defense Analysis from Norwich University, is certified in Xero and QuickBooks Online, and is an Intuit Certified Bookkeeper. He combines accounting knowledge with a disciplined, detail-oriented approach, taking the time to understand each client’s business and make financial information clear, accurate, and useful. Through responsive communication, integrity, and dependable support, Juan builds lasting client relationships and helps business owners make informed decisions with confidence.

Bookkeeping • Financial Review

This could be you.

We’re growing and always happy to meet good people.

How we work

What every client gets from us

Real people, every time

A dedicated team member who knows you.

Plain-English answers

Your numbers, explained simply.

Certified expertise

SHRM, compliance and accounting credentials.

Built for the long run

Many of our clients have been with us for years.

Like what you see? Let’s work together.

Charmaine Stallworth, SHRM-CP

HR & Payroll Associate

Dive into the world of Charmaine. With a whopping 7+ years under her belt in the HR realm, she’s a master in regulatory compliance, process improvement, and basically all things human resources! Once hailed as the “employee chaos coordinator” at her former company, she’s your go-to for any employee quandaries and tangles.

From benefits administration to talent acquisition, training, development, and performance management, her portfolio is as deep as the ocean (which she happens to adore!).

Outside the office? Catch her vibing to music, getting lost in movies, casting a fishing line, or simply relishing everything water-themed. Her family ties are as strong as her passion for her career.

Guided by the philosophy: “Life is 10% what happens to you and 90% how you react to it” by Charles R. Swindoll, Charmaine sails through life’s storms with a poised and proactive approach. Facing adversities head-on, she firmly believes that it’s our responses that shape our outcomes.

So, if you need some HR wisdom or just a movie suggestion, Charmaine’s your gal!

Hector Colon

Accounting Associate & Process Engineer

Hector our resident numbers wizard and a vital part of the MAVENTRI team since 2017! Armed with a BS in Mechanical Engineering from Tulane University, he brings a unique blend of analytical prowess and creative problem-solving skills to the table. But that’s not all—Hector is also a certified QuickBooks Pro Advisor, making him a master in the art of bookkeeping magic.

His expertise doesn’t stop there! With his XERO Advisor Certification in hand, Hector effortlessly navigates the world of cloud-based accounting systems, ensuring our clients have the best solutions at their fingertips. And he’s not one to rest on his laurels—he’s currently gearing up to conquer the QuickBooks Online Advanced Certification, ready to take his skills to the next level.

When it comes to managing numbers and making them dance, Hector is the one you want on your team. Whether it’s balancing the books or simplifying complex financial processes, Hector is here to make your experience with MAVENTRI a magical one.

Betsy Medina

Chief Compliance Officer

Known as the affordable housing superhero with a heart of gold and over 25 years of experience in the industry! Starting as a housing counselor, she quickly rose through the ranks, overseeing multimillion-dollar programs and auditing properties with thousands of residential units. But that’s not all—Betsy’s expertise extends to being a licensed mortgage broker, real estate broker, and a seasoned pro in the tax credit industry.

Betsy has been a compliance champion, training employees across multiple states and ensuring adherence to regulations like LIHTC, Tax Exempt Mortgage Revenue Bond, and more. As a Senior Regional Compliance Analyst, she successfully managed a portfolio of 3500 units in various states, all while supervising a team of compliance specialists. With experience spanning from Florida to California and certifications like Housing Credit Certified Professional (HCCP) and Fair Housing Certified (FHC), Betsy is a true housing hero.

Her knowledge extends to a wide range of programs, including HUD Section 8, Public Housing, and Rural Development. Plus, she even served as a board member on the Affordable Housing Advisory Committee. Betsy’s dedication and expertise make her an invaluable asset in our mission to create affordable housing solutions for all.

Kira Colon, SHRM-CP

Chief Operating Officer

Meet Kira Colon, the dynamic HR powerhouse and our very own Chief Operating Officer at MAVENTRI! With a decade of experience in Human Resources under her belt, Kira is your go-to person for handling all those day-to-day HR and Payroll tasks with finesse. From administrative duties to providing personalized counsel and guidance, she’s got it all covered.

Kira is passionate about partnering with small businesses, bringing her expertise and dedication to the table. She’s on a mission to create HR and payroll systems that are compliant, streamlined, and technologically advanced, ensuring your business thrives in the modern world.

As a SHRM-CP certified professional, Kira brings a wealth of knowledge and expertise to every aspect of her work. Her recent promotion to Chief Operating Officer at MAVENTRI is a testament to her exceptional skills and leadership.

With Kira leading the way, you can trust that your business’s HR and operational needs are in the best hands possible. She’s a superhero in the realm of HR, working tirelessly to make your business a success.

Wanda M. Medina

Head Accountant

Wanda M. Medina, the accounting guru extraordinaire, has been crunching numbers with finesse for over 25 years. Back in 2009, she waved her magic wand and founded MAVENTRI (formerly known as Simple Bookkeeping Solutions), bringing her expertise to the forefront of the financial world. Nowadays, you’ll find Wanda working her magic behind the scenes, spearheading special projects and donning her cape as the Head Accountant. 

With an MBA in Finance and Marketing under her belt, she’s a force to be reckoned with. And let’s not forget her secret superpower – she was once a certified Fraud Examiner, sniffing out numbers that just didn’t add up. When it comes to accounting, Wanda is the magician you want on your side.

Veronica M Duckett

CEO

The fearless CEO of MAVENTRI, is not your average boss lady. When she’s not busy leading the charge in the business world, she’s a supermom to three incredible kids, juggling work and family with finesse. But that’s not all – Veronica’s insatiable curiosity keeps her on her toes, and she’s currently diving into the world of numbers as she works towards her CPA. 

With a background in marketing and technology, she’s the perfect blend of creativity and analytical prowess, bringing a fresh and innovative perspective to the table. Veronica’s infectious energy and passion for both her work and her family make her a true force to be reckoned with.