Build Your Financial Future with Confidence
Licensed Financial Professional helping individuals, families, and businesses achieve lasting financial security through personalized wealth-building strategies and protection planning.
From Hollywood to Financial Services: A Journey of Purpose
I spent seven years in the fast-paced world of post-production in Hollywood, color correcting scenes to set the mood to help tell a powerful story. While I loved the creativity and energy, I reached a point where I craved something more meaningful. I wanted to create real change in people's lives, not just on screen.
In 2021, I made the pivot into financial services, and it became one of the most fulfilling decisions I've ever made. Then in 2023, my faith reshaped my perspective on purpose, service, and what truly matters, deepening my passion for helping others secure their futures.
Growing up in California with three sisters and hard-working, entrepreneurial parents, I learned early the value of resilience and ambition. But it was my own uncertainty about retirement planning that sparked my mission: to ensure that others could confidently plan for their futures and achieve their dreams.
Today, as a licensed Financial Professional, I help individuals, families, and businesses achieve financial success through tailored strategies in wealth building, asset protection, and smart financial planning. As a wife and stepmom to a beautiful daughter, I understand firsthand how important it is to plan well, protect those you love, and build a future that's bigger than just yourself.
Whether you're just getting started or already successful but feeling uncertain about your next step, I'm here to help you put your financial house in order.
Join a Mission-Driven Team
I don't do this work alone. I now lead a growing team of driven, service-minded individuals, many of whom started out just like me, searching for more.
Maybe you love your current career but feel limited by its potential. Or perhaps you're exploring ways to earn extra income with real purpose behind it. This business offers flexibility, mentorship, and the chance to build something that truly impacts lives while also creating freedom for yourself and your family.
If you're passionate about helping others, hungry for growth, and ready to align your work with your values, I'd love to explore what this opportunity could mean for you.
Six Steps to Financial Freedom
I can help you with a full comprehensive plan that goes through these 6 different areas.
Cash Flow
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Gain clarity and control over your money. I help you organize income and expenses so your cash flow supports your goals, not your stress.
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Debt Management
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Create a plan to reduce and eliminate debt efficiently. We’ll prioritize balances, lower interest costs, and free up cash to build your future.
Emergency Fund
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Build a three- to six-month emergency fund to protect you during life’s unexpected moments. I’ll help you create a simple, consistent strategy to fund it.
Proper Protection
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Build Wealth
Preserve Wealth
Safeguard the wealth you've worked hard to build. I'll help you implement protection strategies that shield your assets from unexpected risks.
Grow your assets through smart, personalized financial strategies. Whether you're starting out or scaling up, I'll guide you toward sustainable wealth accumulation.
Preserve your wealth and legacy with wills and trusts that ensure your assets are protected and passed on as intended.
Tailored Financial Solutions Specific to Your Needs
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Secure your family's future with comprehensive coverage that protects what matters most. I'll help you choose the right policies to ensure your loved ones are financially protected.
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Build confidence in your retirement future with strategic planning designed to help you achieve the lifestyle you envision. Let's create a roadmap that turns your retirement dreams into reality.
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Give your child a powerful financial head start. A strategic plan that combines protection and long-term growth to help build generational wealth for your child.
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Safeguard the wealth you've worked hard to build. I'll help you implement protection strategies that shield your assets from unexpected risks.
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Business owners: attract and retain top talent with comprehensive employee benefits packages that demonstrate your investment in your team's future.
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Maximize your financial efficiency with strategic tax-planning approaches that help you keep more of what you earn while staying compliant.
Comprehensive Financial Solutions
Tailored to Your Goals
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Life Insurance & Protection Planning
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Retirement Planning
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Wealth Building Strategies
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Asset Protection
Purpose-Driven Guidance
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Personalized Approach
Your financial situation is unique, and your strategy should be too. I take time to understand your goals, values, and dreams before crafting a customized plan that works for you and your family.
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Faith-Centered Service
My commitment to my faith guides everything I do. I approach each client relationship with integrity, compassion, and a genuine desire to serve and empower my clients.
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Real-World Experience
From navigating career transitions to planning for family, I bring personal understanding to our conversations. I've been where you are, and I know what it takes to build something meaningful.
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Comprehensive Expertise
Whether you need help with budgeting, debt consolidation, life insurance, retirement planning, or business solutions, I offer the full spectrum of financial services under one roof—making your journey simpler and more cohesive.
“Working with my financial advisor has been life-changing. I’m now completely student-debt free, a homeowner, and—for the first time—have a clear, realistic retirement plan. She made finances feel understandable and empowering instead of overwhelming, and I finally feel confident about my financial future.”
— JACY PATT | LOS ANGELES CA
Ready to Take Control of Your Financial Future?
Whether you're looking for financial clarity, protection for your loved ones, or guidance on your next career move, I'd love to hear your story.
Let's connect and create something powerful together.