Founder of Equalis Financial Certified Financial Planner™

There are many reasons why people become certified financial planners, but mine was to help others create the financially secure life I never thought I’d have.

Raised by a strong single mom, I grew up in a volatile financial environment. I never knew when the utilities would be shut off or if our car would start or even be there in the morning. I still remember traveling thirty miles to use our food stamps at a grocery store where no one knew us.

Maybe you can relate with your own experiences of financial uncertainty. Like you, I know what it’s like to be underestimated and under resourced. But with the right guidance, financial stability is possible and within reach.

When it comes to finances, I am a woman with a plan. And my plan is to help you with yours.  

VP of Financial planning Certified Financial Planner™

Aligning your core values with your finances and your future in a financial plan is deeply life changing. I knew this at my core during an elective course on personal finances my senior year of college. I was so frustrated that the course was not part of the required curriculum because as we all know, how you manage your money impacts every area of your life. 

I strove to embody these lessons during my time as an elementary school teacher, budgeting weekly groceries to the dollar and stretching to make sure I could still save for retirement. However, I still ended up with investments that weren’t the right fit for me because I simply didn’t know enough to sort the good from the bad. 

Your finances shouldn’t be complicated to understand. Every family deserves quality financial guidance that allows them to live according to their values, with dignity and stability. Let’s co-create the plan to get you there together.

Associate Financial advisor Certified Financial Planner™

Being a first-generation American means that you’re likely the first in your family to build wealth, the first to attend college, and the first to break barriers. I pursued higher education because I understood it was the route to helping my family overcome poverty. However, during college, I felt lost without proper guidance or a clear career passion.

During that period, I had to educate myself on how the credit system operates. Again, I had little to no guidance. This journey led me to delve deeply into various financial subjects through extensive research, which led to my fascination with finance.

Through financial planning, I serve as a guide to individuals in navigating their financial journey to establish a deeper connection with their finances, enabling them to learn how to utilize money as a resource to live a flourishing life.

DIRECTOR OF CLIENT EXPERIENCE

I began working in banking in 2003 and absolutely loved the feeling of helping my clients achieve their goals. 

Throughout my career, I had the privilege of seeing my clients purchase their first home, establish their own business, and even taking that long awaited European vacation.  Helping others truly makes me happy and I am eager to be of service to the Equalis Financial family.  

I’ve completed the Financial Paraplanner Qualified Professional (FPQP®) designation and am working towards becoming a financial therapist.  I really do love helping others and cannot wait to do more to assist with the financial goals in my community.