About Us

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I am a Certified Financial Planner and attorney.  I was a Director of Financial Planning for a Fortune 500 company where I completed over 500 financial plans for individuals and business owners.   I have decided to share my financial planning knowledge, legal insights on finances, and some of the knowledge of my team with you.

• I love traveling to Italy, and I love all things cheese.
• I have had the same best friend 7th grade.
• I was the first one in my family to go to college.

I am the Operations Director with 20 years of experience providing an array of busienss support functions to keep the back-engines running and evolving.  I have a bachelor's degree in Business and am a licensed Life Agent.  

• I love the beach.  I love Coca-cola Zero and ice cream.
• I went from zero to three kids in 18 months because I had twins during my second pregnancy. 
• I am the third generation of my family in the US.   My grandma only spoke Spanish.  I'm also the first one to go to college in my family.