Financial Planner

I was around 6 years old when I was at a church bazaar and my mother said I could have whatever I wanted. I chose a pink china money bank with flowers and rhinestones. Little did I know that this moment would be etched in my memory. When I entered a career in finances, I discovered I loved it. As I was pondering why I enjoyed finances more than previous career choices, there in front of me was the pink money bank I chose as a child. It was a watershed moment, to realize this was my calling in life. To serve my clients better, I dedicated my education to becoming a Certified Financial Planner ® (CFP ®)  and have been in the finance business for more than 20 years. I bring my expertise, passion and own life experiences in helping clients through life’s financial seasons. I have served as a Financial Planner, a Financial Advisor and a Money Management Coach. I believe money is a tool, not a goal, and that life is meant to be lived with purpose. Incorporating your purpose in your budget and goals can be one of life’s most fulfilling experiences. Schedule a meeting today to discuss your future financial aspirations.