07/25/2026
I know… I might be a little weird. 😅
But I’m genuinely excited about my new business cards.
To most people, it’s just a piece of paper. To me, it’s a reminder of how far I’ve come.
From spending over 10 years in education… to stepping into a completely new career… to passing my SIE, Series 6, and Series 63… every challenge, every late night studying, every moment of self-doubt led to this.
These business cards represent more than my name and title—they represent growth, perseverance, and a commitment to helping individuals, families, and business owners protect what they’ve worked so hard to build.
I’m incredibly grateful for everyone who has encouraged me along the way. ❤️
Here’s to the next chapter. Let’s keep good going.
07/22/2026
Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.38% actual yield) as you strategically enter the market.
https://nyl.co/4527hqd
07/22/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
07/21/2026
Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4waWe9S
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.
07/21/2026
A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.
Don't rely on AI for personal finance advice, study finds
Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.
07/20/2026
Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.
Gen Z Is 3 Times More Likely To Have Made This Financial Move Compared To Baby Boomers
07/09/2026
I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!