We’re a small team with big ideas and a passion for doing things with excellence.

With a General Management degree from University of Phoenix, I’ve spent the last 16 years as an entrepreneur helping individuals and business owners take control of their finances. Now I apply that experience and expertise in my role as a financial professional. I’m dedicated to leading clients towards their financial goals, empowering them to eliminate debt, strengthen their financial position, and build sustainable wealth.

As a Marine Corps veteran, I bring integrity, leadership, and resilience to every relationship. I understand that finances are personal, which is why my approach is relationship-focused, centered on education, and designed to empower you to make confident financial decisions.

As a mother of three who homeschooled my children, I’ve always prioritized financial literacy and teaching the value of money—lessons that inspired my mission to help others. My goal is to identify what matters most to you and craft a tailored plan that supports your financial objectives and helps you boldly move toward the life you envision.

Wealthy Whiz Kids™ is a financial literacy education brand dedicated to teaching children and families the foundational skills of money management, confidence, and long-term thinking. Through age-appropriate lessons, interactive activities, and family engagement, our programs help students learn how to save, spend, share, and invest with purpose.

Designed for elementary-aged, middle school, and high school learners, Wealthy Whiz Kids™ blends real-world money skills with mindset development, preparing children to make thoughtful financial choices that support lifelong success and generational stability.

I’m a financial professional committed to helping individuals and families build strong, secure financial futures. I take a disciplined, client-first approach focused on clarity, strategy, and long-term results.

In addition to my financial work, I serve one weekend a month as a Military Police Officer in the Arizona Army National Guard. That experience has shaped my leadership, accountability, and attention to detail - qualities I bring into every client relationship. I believe protecting your financial future requires the same level of discipline and integrity.

My goal is simple: to understand what matters most to you and create a practical, personalized plan that helps you move forward with confidence.

I’m a financial professional dedicated to helping people design and pursue the future they truly desire.

As a homeschooling mom of three young kids, I’m passionate about education and financial literacy. For the past seven years as an entrepreneur, I’ve guided families and business owners with personalized, integrity-driven strategies tailored to their unique goals.

My inspiration comes from seeing the real impact of this kind of planning in my own family—bringing clarity, peace, and freedom. I’m committed to delivering the same value, personalization, and trust to everyone I serve.

Whether you’re building family security, growing a business, or seeking more confidence with money, I’d love to partner with you. Let’s connect and shape the future you envision.

As a recognized academic leader with two decades of experience driving academic institutional operations, I've leveraged my expertise to continually deliver excellence in the realm of academic administration, classroom instruction, and professional development.

I hold a Bachelors in Business Science Management, two Masters degrees in Education and Leadership, and a Doctorate in Educational Leadership.

Most recently, I developed the curriculum below to educate our youth and families about financial literacy.

I am a proud mom to two boys, who I homeschooled for over ten years. We often played games to strengthen their knowledge about financial decision making, smart money moves, and creating a financial legacy.

With a degree from the University of California, San Diego, I began building businesses at just 23 years old. Over the past 17 years, my most meaningful achievement has been helping families break free from the burden of debt - an effort that has positively transformed thousands of lives. What began as coaching has grown into a broader mission: restoring hope and empowering individuals to believe in their financial future.

I have homeschooled my four children from preschool through eighth grade.  I loved teaching them foundational principles that would guide them no matter how learning methods and seasons of life changed. That experience reinforced my belief that financial education must begin early and that people thrive when they are taught real‑world money skills in a clear and practical way.