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I am committed to helping you!

Women

Women

Women face unique challenges when it comes to building wealth and creating financial security. As a mom, advisor and now entrepreneur, I am committed to helping other women tackle these obstacles and create the lives they deserve.

Educators

Educators

While you may not get rich on an educator's salary, you can lead a comfortable lifestyle. An experienced financial advisor can help ensure you take full advantage of your benefits and recommend the right strategy for you and your family.

Military & Veterans

Military & Veterans

As a veteran myself, I know proactive financial planning can be life changing. I am committed to sharing all I've learned and being a trusted resource for Veteran benefits, GI Bill and Survivors' benefits.  I can guide you through your career and into retirement.

Federal & State Employees

Federal & State Employees

Years of experience make us a trusted resource on Federal Benefits. Instead of just handing you information, we help you integrate your Federal Benefits with the rest of your financial life and planning.

Sole-Proprietors & LLC's

Sole-Proprietors & LLC's

Sole-proprietor, gig workers and contractors face unique financial planning challenges. Without the security of a traditional job, they must be proactive in their financial planning. This includes budgeting and saving, setting goals, and creating a retirement plan. Retirement plans can include either traditional retirement accounts, such as a 401(k) or IRA, or alternative plans, such as investing in real estate or businesses.

Non-Profit Organizations

Non-Profit Organizations

Non-profit organizations are often faced with unique financial and retirement planning challenges due to their limited resources and staffing capabilities. However, with the right advice and assistance, non-profit organizations can ensure their long-term financial stability and secure their financial future.