In my role as a Financial Planner, I find it extremely rewarding to help individuals and families navigate the complexities of their financial lives. I believe that a strong financial foundation is crucial for achieving long-term goals and providing peace of mind. My mission is to empower families to understand, manage, and improve their financial situations, so they can focus on what truly matters—building a secure future with the ones they love most.

Bringing 20+ years of experience to the table, I work with clients to create personalized strategies that align with their unique needs and aspirations. Whether it’s saving for a child’s education, purchasing a first home, or planning for retirement, I am committed to providing clear, actionable guidance and support every step of the way.

For those that I do not work with as clients, I hope to provide financial literacy education through the books I write and the financial tidbits I post regularly. My life goal is to improve the lives of others through education, empowerment, and guidance.

I am the author of the Milton the Money Savvy Pup children’s books series that aims to educate elementary-aged children on basic financial concepts so that they can build healthy financial habits early on. My book for parents is called Money Boss Mom, Helping Young Parents Be The Boss of Their Financial Future. I hope to help parents navigate all the competing priorities of managing the expenses of today while planning for a bright future.