While my career in Finance first began in 1989, I continued to learn and grow in this field. Working as a Financial Advisor, the foundation of my client consultations always began by teaching the basics of money management before creating strategies to invest.

To provide an even greater experience for my clients, I decided to get my Master’s degree in adult learning theories which led me to my doctoral studies in Education and Leadership theory. Immediately upon graduating, I returned to helping and empowering people to reach their financial goals and have peace of mind along the way.

Personally, while raising a child with special needs I began advocating for the rights of the disabled. Nearly 30 years later, I have been an educational advocate for countless families in attending IEP meetings and serving as a liaison between families and schools. The success from my volunteer work has afforded me appointments to local and state agency boards in several states while also lobbying in Washington, DC fighting for the rights of the differently abled people.

I am both proud and fortunate to continue to serve with a special focus on Women, Special Need Families, and Small Business Owners.