Insights
I've got valuable information and resources to share. Explore away! And check back often.


Beautiful summer flowers! I never want summer to end 🌸🌷🌻💐

Beautiful summer flowers! I never want summer to end 🌸🌷🌻💐


Throwback to one of my favorite moments — a beautiful family photoshoot the kids gifted me for my birthday back in March. I absolutely love this photo and the memories behind it!

Throwback to one of my favorite moments — a beautiful family photoshoot the kids gifted me for my birthday back in March. I absolutely love this photo and the memories behind it!


Three years ago today, my daughter and son-in-law said “I do”! Wishing a very Happy Anniversary to the beautiful couple — cheers to many more years of love and happiness!

Three years ago today, my daughter and son-in-law said “I do”! Wishing a very Happy Anniversary to the beautiful couple — cheers to many more years of love and happiness!


July is Disability Awareness Month—a time to recognize and celebrate the contributions and impact of individuals with disabilities. 💙 I’m constantly inspired by my niece Isabella, a special needs teacher whose compassion, patience, and advocacy amaze me every single day. She goes above and beyond to create a more inclusive world for her students and reminds us all of the power of empathy and understanding. Let’s continue to listen, learn, and uplift every voice. Inclusion matters—always.

July is Disability Awareness Month—a time to recognize and celebrate the contributions and impact of individuals with disabilities. 💙 I’m constantly inspired by my niece Isabella, a special needs teacher whose compassion, patience, and advocacy amaze me every single day. She goes above and beyond to create a more inclusive world for her students and reminds us all of the power of empathy and understanding. Let’s continue to listen, learn, and uplift every voice. Inclusion matters—always.


I’ve been thinking about one of my favorite memories of my dad—something small, but incredibly impactful. He used to teach my kids (and all of his grandkids) about the value of investing in a way they could actually understand. He would ask them, “Can I borrow $1?” Then he’d say, “If you let me borrow it, I’ll come back in a few weeks and double your money.” At first, they were hesitant but once they gave it a try and saw their money grow, they were hooked. It was simple, but it taught them a powerful lesson: when you invest wisely, your money can work for you. Now as a financial advisor, I see how important it is to start these conversations early. Helping kids understand the basics of money like saving, investing, and patience lays the foundation for financial confidence later in life. Whether you’re raising young savers or looking to strengthen your own plan, those small lessons really do add up.

I’ve been thinking about one of my favorite memories of my dad—something small, but incredibly impactful. He used to teach my kids (and all of his grandkids) about the value of investing in a way they could actually understand. He would ask them, “Can I borrow $1?” Then he’d say, “If you let me borrow it, I’ll come back in a few weeks and double your money.” At first, they were hesitant but once they gave it a try and saw their money grow, they were hooked. It was simple, but it taught them a powerful lesson: when you invest wisely, your money can work for you. Now as a financial advisor, I see how important it is to start these conversations early. Helping kids understand the basics of money like saving, investing, and patience lays the foundation for financial confidence later in life. Whether you’re raising young savers or looking to strengthen your own plan, those small lessons really do add up.


Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN