I first started investing in high school. My dad taught me at a young age to invest and keep investing. I took an economics class where we “played” a stock market game. Everyone in the class put in $40, and the teacher let them trade stock for the year. Whoever made the most money that year won the game. I remember investing in Sunglass Hut and won the game. From there, I was hooked and have loved investing ever since!

That was 30 years ago now. I have learned much more about my passion, investing, and people. I no longer “play” the stock market as a game, but I use it as a tool for you to reach your financial goals and dreams. I have spent the majority of my life serving people and helping them get to where they want to be. I have also received my Doctorate of Ministry and become a certified life and leadership coach.

My goal is to help you pursue your financial goals and feel more informed about the decisions you're making. Not sure what your financial goals are yet? No problem! I will sit down with you and help you create your goals, dreams, and partner with you on a strategy to help make them happen!

I will help you navigate important financial decisions so you can focus on the things that matter most to you. What would it mean to have greater clarity around your finances, future, and goals? I am here to serve you, listen, and help you reach your goals and dreams.