About us

Having witnessed the financial complexities associated with military service, I am passionate about helping military families and retirees navigate their unique financial benefits. I also recognize the selfless work of teachers and aim to assist them in preparing for retirement while acknowledging their invaluable contributions to society. As a mother of a professional baseball player, I understand the importance of educating young athletes on managing their finances early on to avoid potential pitfalls.

Driven by personal experience, I have become well-versed in community resources that aid individuals in caring for their aging parents.

One of the critical advantages of having a female financial advisor is my ability to understand and cater to the unique needs of women. I create a safe and comfortable environment for discussing sensitive topics. The empathy and understanding I bring to these conversations can build trust and establish a long-term client-advisor relationship.