About Me

Hello!  

My journey into financial services is personal.

When my father passed away, my mother was left struggling financially. I saw firsthand how a lack of planning can create stress, limit options, and impact a family for years. That experience stayed with me — and it inspired my mission: to help people protect what they’ve built, grow it responsibly, and create a life they don’t need to escape from.

Since then, I’ve walked alongside people navigating all kinds of financial challenges — from raising children and caring for aging parents, to managing layoffs, selling homes, and planning for retirement.

Everything I do is rooted in the LIFE Framework:

• L – Leadership of Self: Make decisions that align with your values 
• I – Income with Intention: Grow wealth that works for you, not the other way around 
• F – Financial Freedom: Protect and grow what matters most 
• E – Empowered Legacy: Leave a lasting impact beyond income
   

This framework guides not just my work, but the lives of the people I mentor and advise.

 I understand real-life challenges because I’ve lived them:

• Dealing with life tragedies while managing household and career responsibilities 
• Caring for elderly parents 
• Facing unemployment and unexpected life transitions 
• Navigating complex financial decisions
   

I bring both empathy and expertise, helping you make choices that are smart, sustainable, and aligned with your vision for life.