Diverse Wealth

Who’s mostly likely to founders edition 😂

I can help you adjust your financial goals for 2026 so they’re realistic and helpful. Let’s make 2026 the year you finally meet every one of them.

Looking for someone to point you in the right direction? I can help you start the new year strong with a plan. The right time is right now.

Each month of 2026 presents an opportunity to grow financially. Let’s get creative and find what works best for you. Reach out to get started.

With the end of 2025 around the corner, it’s important to close out your finances on a positive note. This includes minimizing your 2025 taxes. Let’s review some strategies so you go into tax season with confidence.

A few smart moves today can set you up for an even easier tomorrow. Finish 2025 strong and block out some time with me for risk planning.

Ready to review the highlights of 2025’s finances? I can help you finish this year strong and start next year even stronger. The right time is right now.

The most important part of golf isn’t your swing.

It’s your mindset.

Same goes for wealth. The biggest gains don’t come from market timing—they come from staying focused when things get frustrating.

Stay in control. On the course and with your portfolio.

Why financial literacy hits deeper for first-generation families

Filomena saw firsthand how hard work alone isn’t enough.
Her parents built a life from nothing—without tools to plan for the future.

That’s what drove her to financial planning: creating access for those starting from scratch.