When I joined World Financial Group in January 2024, I wasn’t starting a new career—I was expanding a mission that had been growing in my heart for many years.
For more than 30 years, I’ve had the privilege of serving individuals, families, and business owners as a tax professional. I also bring more than 40 years of experience in human resources, along with a Bachelor of Science degree in Psychology. Together, these experiences have given me a deep understanding of people, their goals, their challenges, and the life decisions that shape their futures.
My education in Psychology taught me the importance of understanding people beyond the surface—to listen, communicate, build meaningful relationships, and recognize that everyone has a unique story. My four decades in human resources allowed me to put those principles into practice, working with people at many different stages of their professional and personal lives.
Through my years in HR, I learned that behind every employee, every business owner, and every organization is a person with goals, responsibilities, challenges, and dreams. I learned the importance of listening, building trust, protecting people’s interests, and helping people navigate important decisions that can affect their lives and their families.
For more than three decades as a tax professional, I continued to build relationships with individuals, families, and business owners who trusted me with one of the most important aspects of their financial lives. Every tax season, I listened to their stories, celebrated their successes, and stood beside them through challenging times.
Over the years, I began to realize that taxes were only one piece of a much bigger financial picture.
I met hardworking families who were doing everything they believed they were supposed to do, yet many were still unprepared for retirement, lacked adequate financial protection for their loved ones, or simply weren’t aware of the financial opportunities available to them.
That realization changed my perspective.
I didn’t want to simply help people prepare for tax season. I wanted to help them prepare for life.
That desire led me to World Financial Group.
Joining WFG gave me the opportunity to bring together more than four decades of human resources experience, my background in Psychology, more than 30 years of tax experience, and my lifelong passion for serving people.
Today, I have the privilege of helping individuals, families, and business owners look beyond tax season and take a more comprehensive view of their financial future. Through financial education and strategies, I help people better understand their options, protect what they’ve worked so hard to build, and pursue their long-term financial goals.
What I love most about this work is seeing the confidence people gain when they understand their options.
My background in Psychology and human resources taught me that people often don’t need someone to simply tell them what to do. They need someone who will listen, understand, educate, and empower them to make informed decisions.
I believe financial education is about more than numbers. It’s about people—their hopes, their families, their dreams, and the future they want to create.
I believe everyone deserves the opportunity to become financially educated and make informed decisions with confidence.
My mission is simple: to educate, empower, and serve with integrity.
After more than four decades of working with people, more than 30 years of serving families through tax preparation, and a lifetime dedicated to understanding and helping others, I’ve learned that the greatest reward is knowing that you made a meaningful difference in someone’s life.
Every family I meet represents an opportunity to make a difference. That is what motivates me every day.
Helping people move from uncertainty to confidence, from financial confusion to clarity, and from simply surviving to truly thriving is more than my profession.
It’s my purpose.
