I am very passionate about helping people! Not only is it my job, but it is my calling. Many people have not received formal financial education and find themselves needing assistance with developing a strategy or helping to grow their money.
I have nine years of experience helping individuals to protect their income and earning ability and to leave a legacy. I have a Masters in Educational Psychology from Montclair State University and have worked in Social Services for 21 years. In addition, I have traveled to over 10 countries aiding people in bettering themselves. My diverse background enables me to offer culturally-competent financial
services.
As an Independent Business Owner (IBO), I understand that all IBO’s need to focus on mastering their “trade” so they can potentially maximize their profits. With so much to oversee,managing funds, taxes, and retirement plans often become overlooked. Allow me to take these necessary tasks off your “plate” so you can focus on your business.
I also have a special interest in helping Churches to build wealth so that they can help more people! While pastors are “called” into the ministry, too many do not have an exit strategy to retire. As a result, they continue to lead their congregations for an income when they should be enjoying the “fruit of their labor.” I can implement preventative strategies through insurance and retirement planning strategies that can help take pastors off of the “work until I die” program!
It is my pleasure to partner with you to reach your financial goals. Inbox me today!