My Mission

My mission is to identify your specific and evolving needs and goals through attentive listening and continuous communication. Over the course of a 40-year career, I’ve built expertise and experience for the express purpose of helping you achieve your goals. Through a time-tested process, I’m committed to helping create a custom plan and implementation guide that remains flexible with your changing life.

My Vision

I have owned my own business, worked in a corporate environment, and collaborated with lawyers and CPAs. I have close relatives who are lawyers and doctors who have helped me understand the demands of their professions, as well as the unique issues facing professionals of color. I have walked through many stages of life – my vision for a better world includes financial health for all. My contribution to this vision is through my non-profit work and helping people manage money so that they’re reaching their own financial goals and turning outward to make the world better.