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Talk through what matters most to you
Learn about who we are
Learn about how we work
Identify the different types of solutions
Review your budget
Identify your assets & liabilities
Review retirement accounts
Review proper protections
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Learn how we do it

My first career was as a highly accomplished Registered Nurse. I loved caring for patients and took great pride in the work I did.
But over time, I noticed a consistent and concerning pattern—among both my patients and my colleagues:
No one was paying attention to their wealth.
And when finances were neglected, health often suffered as a result.
That realization changed everything.
Four years ago, I made the decision to transition out of traditional healthcare and into financial services—so I could help people take control of their financial well-being with the same care and intention I once brought to patient care.
Today, as a Financial Professional affiliated with Forbes and partnered with Universal Wealth, I help individuals and families with things like:
Putting proper protection strategies in place
Managing and growing retirement accounts
Building emergency funds
Eliminating debt
Creating long-term financial confidence
Because true wellness isn’t just about physical health—it’s about financial peace of mind, too.
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