Work With Me
My Experience as a 10-year entrepreneur and Financial Advisor gives me a wide range of ways to be able to serve and be a resource. I have created this quick, Money Matchmaker Survey as a way to help direct you to the resource that suits you best. Whether it’s foundational financial guidance, one to one Advisory work, or tips and tricks that could help you for your most urgent and pressing goal, this will help you align to the resource that may be the best fit for you. Or you can navigate to my companies page to learn more about what I do.
The reason I created this site is so that it could serve as a hub for my interest outside of the businesses that I run. If you are interested in working with me because you believe my brand ethos and yours are aligned, send an email to my Executive Assistant [email protected] and let me know what you have in mind. This includes co-branded initiatives, brand partnerships, sponsored content etc. Below are a few brands I have partnered with in the past. If you’re interested in hiring me to speak, go here.
Financial Planning + Investing
For over a Decade, I have helped people create their wealth plan. We do this through a tried and true process of mapping out your ideal life and determining the best way to use your financial resources to fuel that journey. Through My firm, Capitalwize, one of our experienced advisors can work with you to create a plan that will give you the confidence, clarity and control over your finances you’ve always wanted.
What People Are Saying