Who I Help

Dentists & Medical Professionals

You invested more years in school than other professionals. And you have the student loans to prove it $$$. You might feel you're getting a later start when it comes to building wealth. Making sure we align your money with your ideal life is key to getting ahead.

Business Owners

As a female business owner, I know the many hats we all wear every day to run a successful business. I know you're spread thin between working "in" the business and working "on" the business. It's a 24/7 labor of love. Your family's finances shouldn't be the last thing on your to-do list.

Professional Women

Want to have a better understanding of your finances to make your money work for you? Want to maximize your employee benefits and create a plan to help you become financially independent? Or do you feel stuck in your corporate job? As a career changer-I've got you covered.

Baby Boomers

Seven years ago my parents were ready to retire and needed an professional to guide them through the process. I've been tasked with investing their life savings and making sure their money lasts a lifetime so they can worry less about money and focus their energy on the grandkids. I call that a win-win!