About Us
Who We Are
I am a financial services professional with over 15 years of experience. I provide a blueprint to my clients to help them build wealth through various tools and methods. When my father passed away, he didn’t have any insurance in place and our family struggled to cover the cost of the funeral and all related expenses. I vowed to assist other families, so they don’t experience the same ordeal my family went through. That’s how I started my insurance career.
Before helping families get protected, I’ve had a successful career in Corporate America as a Talent Development Professional, leading different learning organizations for various industries. I’m passionate about empowering others to be successful. I enjoy helping people grow, realize their full potential and reach their financial goals. We provide a customized wealth management strategy tailored to your needs.
I help individuals create a tax-free retirement account. I show small businesses how to maximize cash flow, minimize tax liabilities and retain their key employees through special bonuses and incentives. I enjoy writing and I published my first novel a few years ago. I have two beautiful daughters. When I’m not helping families, I enjoy dancing, spending time with my family, reading and writing, and playing tennis.
