My mission is to bridge the gap between diverse communities and the world of wealth.

 

Starting my career in banking as a Wealth Advisor, what began as an enjoyable job quickly became a passion for helping others. I advised clients on their financial planning, revealing how few wealthy clients looked like me and the prevalence of poor financial advice in the marketplace and later earned my CFP® designation.

Joining the Women in Pensions Network (WIPN) connected me with women across the US, all striving to elevate women in the Retirement Industry. In 2021, as WIPN's first DEI Chair, I launched the first Diversity Summit, job fair, and addressed critical issues for underrepresented women in the industry. In 2024, I became WIPN’s president. Beyond my entrepreneurial endeavors, I champion financial independence as a beacon of empowerment for all.

For me, financial independence is more than fiscal freedom—it’s about reclaiming peace, pursuing passions, cherishing loved ones, and embracing life's joys. With an unwavering commitment to these principles, I inspire others to prioritize happiness and fulfillment, ensuring that financial obligations never hinder one's pursuit of a meaningful existence. Passionate about family, financial well-being, dogs, and travel, my vision paves the way for a future where these priorities seamlessly coexist, guiding individuals toward a life defined by joy and abundance