Ever since I was a teenager I wanted to be a Financial Planner! I know, that is really rare. I was always intrigued by money, how it works, the most efficient ways to earn it and most importantly how to save it. 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 also thought back to when I bought my first home at 22 and how all my friends would come to be for financial advice….that’s when I determined my passion in life.
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.
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!
Mommy I Made It!
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!
I want to be your go-to resource for all things money, motivation and real action steps to bring your Dreams2Reality! Take a minute and browse around my blog, watch some videos or download all of my freebies!
Finances De•mys•ti•fied University: All the things that we should have learned in school about money is jammed pack into FD University! You can enroll at anytime and learn at your own pace as I virtually coach you to financial bliss.
Coaching: Ready for more hands on help to create a financial strategy to really change your financial situation and bring your Dreams2Reality? Let’s Schedule a Time to chat it!
Future Projects: I am constantly working on new projects to deliver money advice in fun, exciting ways, which may include a mobile app, giving away money (or not) or social money parties! Either way, I am excited to work with and meet you soon!