Financial Clarity, Control, and Freedom
I help individuals and families gain financial clarity, take control of their wealth, and experience the freedom to live with purpose, protect what matters most, and build a legacy that lasts.
Trusted by families, executives, and entrepreneurs with $1M+ in assets.
Two Books. One Mission
I wrote these books to demystify money and give everyday people a plan. Whether you're just getting started or nearing retirement, these guides walk you through real-life financial decisions—from budgeting and credit to investments and income planning. No jargon. No scare tactics. Just clear, proven strategies to help you build a future you can count on.
Upcoming Financial Clarity Events
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Book Launch Event
11/25 7:00-8:00PM
Stay tuned in for our upcoming book launch event!
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Holiday Party Event
12/25 7:00-8:00PM
We’re so excited to gather our friends and family and celebrate the year. Stay tuned for more details
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Money Clarity Event
1/26 7:00-8:00PM
Stay tuned for our upcoming Money Clarity workshop series kicking off in the new year!
What’s In The Way of Your Financial Confidence?
Stuck Without a Strategy
You’ve built success, but your money still feels scattered. You’re earning well, yet every move feels like a guess. No roadmap. No rhythm. Just reacting and hoping it all adds up.
Craving Clarity and Focus
You’re smart enough to manage your own money — that’s not the problem. It’s the noise. Too many choices, too much advice, and no clear path forward. You want clarity, not another spreadsheet.
Financial Pressures Points
You carry the pressure for everyone else — your team, your family, your future. But who helps you think clearly? Without the right guide or sounding board, you’re stuck overthinking and under-leveraging your potential.
Feeling financial fog?
You’re not alone. Most people were never taught how money works, so they guess, overspend, or fall behind.
I’ve lived it. I’ve helped thousands move past it. Here’s how you know it’s time for a reset:
1. You feel overwhelmed
Opening a bank statement makes your stomach drop, or you avoid it altogether.
2. You’re unsure what “right” looks like
You keep wondering if you’re doing it wrong, but don’t know who to ask.
3. You’re losing time, energy, and opportunities
Financial stress is costing you more than money, it’s holding you back.
Your financial puzzle has a solution.
1. Build Your Foundation
Get clear on where you are, what you need, and where you want to go. I’ll help you assess your full financial picture without the jargon or overwhelm.
2. Create a Plan You Can Follow
No more cookie-cutter advice. You’ll walk away with a personalized, step-by-step plan built around your goals—not someone else's.
3. Make Confident Moves
With the right plan in place, you’ll make smarter decisions, avoid costly mistakes, and finally feel in control of your future.
Financial Clarity Podcast & Newsletter
New Episode
New Article
Three Ways We Support Your Financial Goals
Clarity Consultation
1:1 Support for Tax, Legacy, & Retirement
When you need clarity on a big decision—or just someone to talk through the options—I’m here. Whether it's retirement planning, navigating life transitions, or creating a legacy that lasts, I offer practical, personalized advice based on decades of experience.
Most Popular
Money Talks
Talks That Move People to Action
I speak to professional groups, associations, and communities about financial wellness, legacy planning, and long-term stewardship. My talks are designed to educate, inspire, and spark real change.
Clear Management
Ongoing Support, Tailored to You
If you want regular support and a deeper relationship, I offer a menu of subscription-based services. That includes monthly check-ins, on-call guidance, and access to tools and resources I’ve built for clients just like you.
Book Your Discovery Call
Why Choose Working With Me
I Don’t Teach Theory. I Teach What I’ve Lived.
From growing up in public housing to advising families on building generational wealth, I know what it means to face financial uncertainty—and overcome it.
My financial journey didn’t start in a boardroom. It started in a small apartment with a single mother working hard to make ends meet after my father passed away unexpectedly. No life insurance. No roadmap. Just resilience.
I put myself through school, served in the Army to pay off student loans, and eventually became a Certified Financial Planner. For over 25 years, I’ve helped people—from young professionals to pre-retirees—take back control of their financial future with practical guidance, personal attention, and zero jargon.
If money has ever felt like a confusing, frustrating, or even scary part of life, I’ve been there. That’s why I do this work. Because your financial plan should feel like a lifeline, not a lecture.