Married to the love of my life and a proud mom of two children—Calvin and our “fur child,” Lucy—I am an entrepreneur at heart with over eight years of dedicated service in the financial services industry. My journey into risk management, investments, and retirement planning began unexpectedly in 2014. As the youngest of six children, values like work ethic, excellence, and treating people right we
re instilled in me from an early age. Inspired by my older brother, who excelled personally and professionally, I had a strong role model to follow. In 2014, my brother received a devastating cancer diagnosis and passed away the same year, leaving behind his wife and five young daughters. Thanks to his excellent planning, his family was able to maintain their lifestyle and secure their future. Seeing the impact on my brother's family and navigating a divorce in the same year, profoundly impacted me, clarifying my purpose: to educate individuals on the importance of preparation and effective strategies for both expected and unexpected life events. I am honored to understand and be part of the experiences that shape the lives of my clients. My continued education, earning the ChFC (Chartered Financial Consultant) and CLU (Certified Life Underwriter) designations, equips me to guide clients holistically through their financial journeys. As a Fiduciary, I adhere to a strict code of ethics, always acting in the best interest of my clients, providing them with the education needed to make informed and prudent decisions. Life is a gift, and our legacies can extend beyond our lifetimes. My purpose is to assist individuals through creative planning, allowing them to live life to the fullest and retire without financial stress. I am passionate about giving back, supporting organizations such as Fostering the Family, The Sandbox, St. Jude, and Local Animal Shelters through fundraising and events. Advocating for those without a voice, providing opportunities for women and children in abusive situations, and rescuing our fur friends are causes close to my heart.
