My passion for finance isn't just a career; it's my calling. With over two decades in the field, I bring extensive experience in employee benefits, retirement planning, and personalized portfolio management. I'm honored to guide clients in shaping their financial futures, helping them make informed decisions to build enduring wealth. 

As the author of Your Journey to Wealthy Living, a Financial Planning Journal, and now Plan for IT: An Actionable Blueprint for Building Wealth & Achieving Your Dreams, I've extended my mission beyond client interactions. Plan for IT is crafted for individuals and business owners alike, offering a clear, step-by-step guide to financial success that addresses both personal and business wealth-building strategies. It’s designed to encourage thoughtful reflection, helping readers clearly see where they are, identify any gaps, and feel empowered to take actionable steps toward their dreams. Plan for IT transforms complex financial concepts into approachable, impactful strategies, helping readers easily digest and apply each step on their path to success.

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, enriched by international studies in Buenos Aires, Argentina. My commitment to staying at the forefront of the industry is evident in my continuous pursuit of knowledge and professional credentials. With over 15 years of experience in tax planning and preparation, I am currently a candidate for the IRS's Enrolled Agent (EA) designation and have served as a personal and business tax expert with TurboTax. Along with four investment licenses and an insurance license, 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, among other accolades and certifications listed below..

As a virtual advisor, I work with clients nationwide, bringing clarity and tailored strategies to professionals, small business owners and especially women who face unique financial challenges. Based in the Dallas, Texas Metroplex, my practice is as boundless as my dedication to each client's success. 

When I'm not at work, I'm the proud fur mom of two miniature poodles, Ruby & Brandy, and enjoy connecting with my local community.  Let's embark on a journey to financial empowerment together, where your goals are not just understood but enthusiastically supported.