Profile description

Certified Financial Education Instructor with over 2 decades of experience in the Financial Services and Insurance Industry.

My mission is to help families and business elevate their financial picture through financial literacy, tips and strategies that have been around for decade to the mass affluent and generational wealthy community.

It is my fiduciary responsibility to provide education, options and services to the underserved communities to preserve their assets against lack of financial knowledge, healthcare costs, taxes, inflation and procrastination.

Learn with me how to be offensive versus defensive with your finances and build generational wealth.