Personal Finance Expert, Money Therapist, Entrepreneur and Trailblazing Millennial dedicated to help you demystify your finances and make your Dreams2reality!
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Personal Finance Expert, Money Therapist, Entrepreneur and Trailblazing Millennial dedicated to help you demystify your finances and make your Dreams2reality.
I was the kid that was constantly starting new businesses from selling handmade beaded bracelets to being the Vice President of my dad’s vending machine company at 13 years old to becoming the Chief Operating Officer of a friends company that taught children how to use computer software at the age of 15!
When I wasn’t running businesses I was learning about ways to make my money grow, the ins and outs of the stock market and often giving financial advice to my friends as they thought I always had money, so I must know a thing or two about it!
After college, I begin working for a major brokerage firm that focused on high-net worth individuals. It was truly an amazing opportunity to see how the super wealthy spent their money and various tactics that were used to create legacy’s for their children and grandchildren. While working at this firm and a few other financial planning firms, I noticed one thing in common…..they only focused on people with a certain amount of assets.
So what about the people that didn’t have $100,000 yet… I actually saw them getting turned away, who was helping them?
I was always intrigued by money,
How it works, The most efficient ways
to earn it and most importantly
how to save it.
Ever since that moment, I have focused my practice on educating others about personal finance and how to bring their Dreams2Reality.
Although I work with clients of all backgrounds, I have a strong passion for working with young professionals, creative professionals, entrepreneurs and new families as these are often the individuals that need just a little guidance to get them on their way and they aren’t millionaires…..yet.
Although I work with clients of all backgrounds; I have a strong passion for working with young professionals, creative professionals, entrepreneurs and new families as these are often the individuals that need just a little guidance to get them on their way and they aren’t millionaires…..yet.
In 2012, I was able to bring one of my Dreams2Reality by launching my Finances De·mys·ti·fied Happy Hour Series.
The purpose of these events are to provoke the conversation of money amongst individuals, while educating attendees with a sprinkle of financial knowledge over money themed cocktails. This “Social Money Movement“ has helped to demystify the very taboo conversation of money.
Since this launch, the “Social Money Movement” has been to numerous cities, educating and entertaining our guests on all things money!
I’ve also had the opportunity to win numerous awards such as one of the Top Financial Advisors for Millennials in the United States, Changemaker of the Year, Businessperson of the Year in Washington D.C., and the Top 30 under 30 in Washington DC! In addition to numerous media and press mentions in magazines and publications I could have NEVER imagined, would feature lil ole me!
or, if you want to dig deeper, these links lead the way
OR, IF YOU WANT TO DIG DEEPER, THESE LINKS LEAD THE WAY