I am a financial educator and advisor who actually enjoys talking about all things financial literacy, Retirement Planning, 401(k) Optimization, Medicare, Tax planning, and all the other things most people would rather avoid until the IRS sends them a love letter.
With a background in business management and years of experience guiding Fortune 500 executives, small business owners, and families in building and navigating financial plans, I am passionate about that “light bulb moment” — when someone goes from chaos and confusion to clarity and confidence about their money...that moment when my client smiles, feels that visible sense of relief, and experiences that deep knowing and says “Okay, I know where I’m going now.”
Like most of us, I was never taught financial literacy. It felt like somebody had stolen the instruction manual for money, and I had to go track it down myself. Somehow, we were all just supposed to figure it out. So, I really enjoy taking the complicated financial stuff and making it simple, approachable, and always infused with humor - let's face it, the tax code and financial rules are dry and boring enough already.
When I was 10, I met Colonel Harlan Sanders. Fun fact — he didn’t even launch KFC until his 60s. That’s a good reminder for all of us: it’s never too late to get your financial house in order. If he could turn fried chicken into a global empire at 65, you can figure out your 401(k).
Areas of Focus
- Fortune 500
- Small Business Owners
- Retirement Planning
Education & Credentials
- University of Phoenix, Bachelor of Science in Business Management
Personal Interests
- Cycling & Weightlifting
- Traveling
- Cooking
- Volunteering/Community Service
- Reading