About Me: Who I Am and Why I Do This Work
These are not just words but the highest values that I hold dear:
Integrity, Faith, Authenticity
I began my career in financial services out of a deep passion to help women live purposeful and fulfilling lives—lives where they have freedom of choice and don’t have to constantly worry about the “what-ifs” of life.
I understand those worries intimately. As a struggling single mom of two on welfare, I faced relentless uncertainty about the future. Questions like “What if I lose my job?” or “Will I ever be able to retire?” kept me awake at night. The fear of relying solely on Social Security—or worse, returning to welfare—was always in the back of my mind.
These experiences shaped me profoundly—not just as a woman but as a financial advisor. They taught me resilience, the importance of clarity, and the necessity of having a plan. I’ve walked in the shoes of the women I serve, and I deeply understand the fears and challenges you face when it comes to money.
Those experiences became the driving force behind my mission: to guide women toward financial security, freedom, and confidence. That’s why I created my boutique financial planning firm—a safe, supportive space where women feel heard, valued, and empowered to take control of their financial futures.
My Mission and Vision
Mission
Create a world where every woman feels confident in her financial abilities, inspired to move beyond her fears, and empowered to build a life of financial independence and enduring legacy?
Vision
Revolutionize women’s relationships with their m oney by fostering confidence, purpose, and independence.
A Bit About Me
- Author: Welfare to Wealth: The Money Story I Never Wanted to Tell—a blend of memoir and personal finance, empowering women to transform their relationship with money.
- Global Speaker and Trainer: Sharing strategies to help women embrace their financial power.
- Community Advocate: Serving on nonprofit boards focused on financial literacy and mentoring women.
- Family: Proud mother of two, grandmother of six, and great-grandmother of three.
My Unique Perspective
Before starting my career in financial services, I spent 25 years as a flight attendant, managing everything from turbulence and medical emergencies to even snakes on a plane!
This experience taught me to stay calm under pressure and handle crises with confidence—skills I now apply to navigating 800–1200 point drops in the stock market and other financial challenges.
Just as I prioritized the safety and well-being of my airline passengers, I’m here to safeguard your financial future. Together, we’ll create strategies to grow, protect, and preserve your wealth, ensuring stability and peace of mind, no matter the turbulence ahead.
I Hear You - I Value You - I Understand You
Feeling stressed about money? Do you need someone who truly listens and cares about your financial well-being?
Let’s have a conversation and find solutions that bring you clarity and peace of mind. Click on the link below. Let’s start your journey toward financial freedom today.
Why Women? My Story
After 28 years in the male-dominated financial services industry, I’ve seen firsthand how many advisors unintentionally communicate in ways that leave women feeling insecure, confused, or even dismissed.
For women, money is often more than numbers—it’s a pathway to fulfilling life’s purpose and achieving independence. I understand this deeply because I’ve walked in those shoes. I’ve faced fear, guilt, shame, and overwhelm about money, and I know what it’s like to feel misunderstood.
Women often encounter unique financial challenges, such as:
- Coping with the loss of a spouse due to death or divorce.
- Navigating career changes or shifts in business ownership.
- Adjusting to disability or nearing retirement.
My mission is to create a warm, supportive haven where women can feel heard and empowered. Together, we’ll simplify your financial life, break down barriers, and turn challenges into steppingstones toward financial independence and security.
This work is my passion, my purpose, and my calling: to inspire women to step into their power, transform how they think about money, and create a legacy of wealth and confidence.