About Me

After 16 years of schooling, I obtained a Bachelor's Degree in Business.  Looking back I realized that I never received an education in what may be the most important subject, MONEY.  

Today, my passion is having the opportunity to educate clients on How Money Works!  We go over the basics such as Tax Deferral, Compound Interest and the Time Value of Money. The most popular topic might actually be how we can create a retirement plan without risking it in the market.  

I specialize in IRA/401(k) Rollovers, College Savings, Tax Free Retirement and Life Insurance with Living Benefits. Contact me if you'd like to attend an upcoming Money 101 or Wine, Women and Wealth workshop.