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Specialties
As a financial planner, I specialize in helping business owners, professionals, and minority clients take control of their money, maximize their earning years, and build lasting wealth.
My passion lies in creating personalized strategies that reflect where you are in life and where you want to go — whether that’s scaling your business, planning for retirement, or breaking generational cycles. With a focus on clients ages 35 to 55, I understand the unique pressures and opportunities that come with being in your prime working years — managing family, finances, and future goals all at once. I’m here to bring clarity, confidence, and culturally competent advice to the table.
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Always free for clients.
Chfc
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →