Our Team
Britt Harwood, MBA
Owner , Accountant Britt is a licensed tax preparer & bookkeeper based in Southern California.
She has 12 years of financial services experience, and is completing her Enrolled Agent. She is passionate about financial education and helping people understand and minimize their tax liability.
She specializes in entrepreneurial tax strategy and planning.
Lindsay Harwood
Co-Owner, Business Operations & Client ExperienceLindsay is Co-Owner of Our Place Financial, where she leads Business Operations and Client Experience. With more than 12 years of experience in the financial industry and 10 years of leadership experience, Lindsay brings a strong background in building efficient operations and creating exceptional client experiences.
At Our Place Financial, Lindsay is passionate about making accounting and tax services feel approachable, organized, and seamless. She focuses on ensuring every client feels supported, informed, and valued throughout their experience with our team.
Her commitment to operational excellence and best-in-class service helps Our Place Financial deliver an accounting experience that goes beyond the numbers.
Client Success ManagerJennifer Barrett
Jennifer brings over 22 years of financial industry experience to Our Place Financial, with extensive knowledge in conservatorships, guardianships, trusts, and estate administration. Throughout her career, she has developed a strong understanding of the financial management, recordkeeping, and documentation needs that come with managing finances on behalf of others. Jennifer is passionate about providing a seamless client experience and helping clients feel supported, organized, and confident throughout the process.