About Me

My financial journey began in high school when I accidentally opened a Macy's credit card (more about this at another time). I was scared....I kept thinking "What did I do? I'm not responsible enough to own a credit card yet. I can't believe this happened to me." I apprehensively told my mom, afraid of what she would say. When I did, all she said to me was "Don't close it. Keep this credit card open, make a purchase or two on it and pay off the entire bill on time." That was the first piece of financial advice that I ever received.

I knew after that, I had to learn more about how to manage my money. Never again did I want to experience that kind of worry and uncertainty. I worked multiple internships and part-time jobs while in undergraduate school to keep costs down and build up my savings. I opened a Roth IRA right after I started a full-time job and contributed the maximum every year. I built myself a budget template in Excel and have been tracking my expenses to hit my goal of owning an investment property by 30 (I had 3 before I hit 30).

Now, I'm here to teach others how to achieve their financial goals.  Having the right tools and committing to simple strategies is all it takes.  There's nothing more powerful than feeling secure about your future and that is how I want all of my clients to feel.