I help school districts, educators, and families protect income, simplify benefits, and build lasting financial confidence.

As an approved provider with Aspire, Equitable, Invesco, and Franklin Templeton, and a licensed representative through PFS Investments Inc., I deliver compliant, no-cost financial wellness programs that strengthen retention, improve literacy, and reduce staff stress across districts nationwide.

My team also assists employees with 403(b), 457, and 401(k) rollover options, helping them consolidate retirement accounts and maintain compliance as they transition between employers or into retirement.