About me
I am a seasoned, licensed financial representative and entrepreneur dedicated to empowering healthcare workers, minority populations, families, and established business owners to achieve financial freedom. With a background in nursing and a passion for creating generational wealth and helping underserved communities, I help clients navigate financial strategies and create personalized plans for success.
Services include:
- Budgeting\Cash flow mapping
- Insurance protection
- Investment strategies
- Retirement planning
- Tax Strategies
- Trust/Will/Estate planning
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
In my free time I love to explore the local food in Houston, weight-lift, and travel with my long-term partner.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to say that through community events and hosting numerous networking events, I love to foster connection and education around financial literacy and self-care. Contact me to schedule a FREE consultation and strategy to see if it makes sense for us to continue the process. I am a huge believer of eliminating barriers to entry so although me and my team have the ability to charge for financial plans, we CHOOSE not to.
I also have a huge heart for advancing childhood cancer research and below are some organizations I have partnered with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
