The post-pandemic economy isn’t the same as the economy we knew before COVID-19, and it’s important to understand how to navigate it. I help individuals learn to make smart decisions for themselves despite what’s going on in the world and small businesses to learn how to take steps ahead of the competition even when things seem tough.

It’s my goal to help individuals and small business owners to create a plan for action and learn how to follow through with it. I work with my clients to help them evaluate how the plan is going, and to learn how to adapt when things aren’t going as planned.

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My Experience and Education

I have a bachelor’s degree in business and a master’s degree in finance with over 10 years of experience in business and finance related managerial, leadership, business development, investments and analytical positions. I put immense focus on providing individuals and businesses with advice and guidance to improve what feels like an impossible financial situation. I learned how to create financial plans that not only work to get people back on solid ground, but that help individuals grow their career or sales and businesses grow immensely. 

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My programs focus on advising and teaching business owners and business professionals how to avoid the largest investment mistakes, how to think in an unstable financial market, how to preserve their wealth, and most importantly, how to use their finances the ‘smart’ way to ensure efficient and cost-effective decisions. 

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(Online service provided as well)