I’ve spent over 20 years in the financial services arena, supporting wealth management advisors and later working in employee benefits with clients in the entertainment industry and high-net-worth households. I’ve seen the industry from the inside — how it works when things are going well, and how confusing it can feel when life takes an unexpected turn.
Several years ago, I stepped away from a traditional path and lived a nomadic life, traveling through Central America and eventually calling Panama home for five years. At the end of 2024, I returned to the United States to care for my mother and grandmother — a chapter that reshaped how I think about responsibility, security, and what truly matters.
Now in my 50s and starting fresh, I came back to this work for one reason: to be of service. I’ve made good money, I’ve lost money, and I understand firsthand how quickly circumstances can change. Getting support with my own finances reminded me how powerful education and guidance can be — and how many people quietly feel overwhelmed, behind, or unsure where to start.
My approach is honest, practical, and education-focused. I’m direct, trustworthy, and deeply committed to doing right by the people I work with. I don’t work alone — I’m supported by a team of experienced, knowledgeable professionals, which means my clients benefit from collective expertise and well-rounded guidance. If I don’t know an answer, I will find it, and I stay with my clients for the long haul.
Outside of work, I love music, long walks, exploring Manhattan, traveling, and spending time by the beach. I value integrity, consistency, and real relationships. My goal is to be the person my clients can rely on — their go-to — as we create a plan together that supports a healthy, secure, and enjoyable life.
Let’s reduce stress, build clarity, and move forward with intention.
