Money is more than numbers in an account—it’s the tool that empowers you to live a life you’re truly excited about. My approach is built around five powerful strategies designed to help you create wealth, freedom and impact on your terms.
They call me the Brené Brown of Personal Finance
I understand the woman who wants to have it all, and I want to show you how to achieve it.
100M+
Lives Impacted
$200k+
Assets Managed
30
New School Millionaires
Your wealth. Your terms.
Dream Life Identification
Before we talk dollars, we talk dreams. Together, we’ll uncover what your ideal life truly looks like, not the one you think you “should” want, but the one that actually lights you up. This clarity becomes the foundation for every financial move we make.
Income Strategies
This approach prioritizes increasing your safe, sustainable spending rate. You could unlock a 30–70% increase in your lifestyle—without needing to take on more risk, without working harder, and without saving more. It’s a smarter, simpler path to enjoying more of what you’ve built.
Investment Strategies
Your money should be working harder than you do. I’ll help you design a holistic, well-rounded investment plan that aligns with your dream life and adapts as your goals evolve.
Acquisition Strategies
With the right acquisition strategy, you can preserve steady, safe growth on your money while still using it for new opportunities. This approach helps you keep a reliable base of earnings while also pursuing investments with higher potential yields. Instead of choosing between using your money and growing it, you get the benefit of both.
Legacy Strategies
Wealth flows like a waterfall—income becomes liquidity, liquidity becomes legacy. This means my clients often leave far more wealth to the next generation than they ever imagined possible, without sacrificing enjoyment during their own lifetime.
The bottom line
Money isn’t the goal. Your dream life is. These five strategies are the bridge to help you get there, confidently and on your own terms.
Together we’ll develop the intentional strategies that will unlock your potential for unparalleled abundance.
My approach
This is not your grandfather’s financial plan. The financial landscape has changed and continues to change. Your strategies must reflect the evolving world around us.
You deserve more than generic financial advice. I help you cut through the noise, sidestep the pitfalls, and build a strategy that grows with you through every season of life. My mission is simple: to help you experience the wealth you desire, on your terms. I do this by optimizing retirement income and aligning the right financial tools with your unique circumstances.
I call that a smart strategy.
My clients call it success.
My background
Top 1% of the industry, nationwide
That recognition has allowed me to teach at several national conferences, and nationally-known financial firms have hired me to train their advisors on the remarkable strategies my clients get to take advantage of.
A new gold standard
My clients aren’t starting from scratch—they’re already successful. They work with me because they’re ready for the next level of financial accomplishment. As a second-generation wealth coach, money has been part of my story since childhood. While other kids talked about sports at the dinner table, my family talked about how to use wealth as a tool—not just an end goal. That early foundation fueled a lifelong passion for helping people unlock freedom and impact through smart strategies.
Decades of experience
Today, I bring more than 20 years of experience across stock market investing, insurance, real estate, venture capital, and private equity—and as the owner of two companies, I know firsthand what it takes to build, grow and sustain wealth in the real world.
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But I'm a mom and wife, too...
I get what it means to balance it all—career, family, philanthropy, friends, personal passions. It's a lot.
I’ve built a life that proves you don’t have to choose between achievement, authenticity, and connection. With the right strategy, you can have all three—and I’ll show you how.
You deserve to have that, too.
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