I’ve been a Certified Financial Planner™ for 12 years. Over that time I worked for Vanguard, one of the world’s largest financial institutions. There, I built a wonderful career helping high net worth families reach their financial goals through personal financial planning and behavioral coaching. 

I’ve been featured as a financial expert alongside industry thought leaders on live webcasts and Q&A sessions for The New York Times, Facebook Live, Reddit, and Pop Sugar, with audiences of 1M+.

My own story has been a whirlwind of a chase for financial freedom.

From an area in New York (Brooklyn stand up!) where resources were scarce, I was completely focused on getting that one step ahead. At a young age, I had the responsibility of a child and that fueled my constant hustle towards financial stability. It’s what drove me to the halls of York College, encouraged me to earn my degree, and initially inspired me to become a financial advisor.

Back then, my mission was simple – Become a high earner and provide a great life for my daughter and my mother. Since then, I’ve learned from experience that having money and even knowing what we should do with it, is very different from having the discipline, self-mastery, and know-how to execute in our day-to-day lives. And that’s exactly how I can help you!

Our approach at TrueWealth Solutions goes beyond financial advice. We provide one-on one coaching using a unique blend of life-purpose, self-mastery, and financial planning that cultivates a transformative journey and leads to financial freedom.

I live in the Philadelphia area. My husband and I have 3 children and 2 grandchildren. We are blessed to have 5 generations of family in the area, and I love Friday nights with them!

I hold a B.S. in Business Administration from York College (NYC), I’ve held the CFP™ designation since 2010. I’m a Certified Life Coach through Widener University.