My road in life has been direct.
Graduate School - First in the family, put myself through school.
Stock Broker Lics / Real Estate Broker Lics / Cert Financial Planner studies - Always be learning.
At times the only female in male dominated roles - and succeeded.
Mindfulness, cognitive behavioral self studies.


Financial Advisor

Financial guidance and investment guidance for individuals, families, and businesses.

Career Roadmap

My work combines:
My work combines:
Problem Solving

Day to Day

A lot of numbers and a lot of financial advice and education.

Advice for Getting Started

Here's the first step for middle school students

Observe the financial decisions that people make. Observe emotional versus logical reactions to the financial markets. Start saving and investing early on. Thoughtful diversification.

Recommended Education

My career is related to what I studied. I'd recommend the path I took:


The Noise I Shed

From Peers:

"Despite well intentioned upbringing (not necessarily noise), I had to pave my own way, my own path; oftentimes it was against the grain."