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 a 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!