My passion for finance isn't just a career; it's a calling. With a rich background in managing employee benefits and retirement plans for various corporations, I bring a wealth of experience to the table. My role extends beyond administration; I'm deeply involved in shaping the financial futures of my clients through meticulous portfolio management.

As the author of “Your Journey to Wealthy Living,” a Financial Planning Journal, I've taken my commitment a step further. This journal isn't just a tool; it's a companion for those seeking to understand and improve their financial habits, offering insights into daily cash flow management and behavioral financial changes.

Education is the cornerstone of my expertise. I hold a Bachelor's degree in Sociology from Hampton University and an MBA in Entrepreneurship and Innovation from Drexel University and IAE Business School, with international exposure from my studies in Buenos Aires, Argentina. My commitment to staying at the forefront of the industry is evident in my continuous pursuit of knowledge. I proudly hold the Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans and The Wharton School of The University of Pennsylvania along with other accolades and certifications list below.

As a virtual advisor, my reach is as boundless as my dedication. Serving clients across the country, I bring personalized financial strategies to your doorstep, no matter where you are. My focus on small business owners and women stems from an understanding of our unique financial needs and challenges.

On a personal note, I'm a proud fur mom to two miniature poodles, Ruby & Brandy, and call Dallas, Texas my home. My love for animals and my community is as deep as my commitment to your financial well-being.

Let's embark on a journey to financial empowerment together, where your goals are not just understood but passionately pursued.