About Me

We are passionate about two things: Finances and making sure our clients and their families are covered for as many scenarios as possible. Some examples include helping our clients’ children with figuring out how to pay off heavy student loan debt or even helping parents pay for their children’s education, prepare for medical emergencies or set up their retirement. 

We strive to turn our clients’ fear of the unknown into a positive and life-changing experience. With our extensive teaching credentials and personal experiences of “being in the financial trenches”, we break down complicated financial topics into simple terms anyone can understand.