My Story

I still remember the moment my client walked into her brand-new four-bedroom home for the first time. We had worked together for over two years to get her mortgage ready. There were stretches where she had as little as $50 left after each paycheck, but she stayed dedicated to the plan the whole way through. When she finally got her keys, we both cried. That's the moment I think of when people ask me why I do this work.

For over 20 years, I've worked across nearly every part of the financial industry. I started in insurance, then worked as a bookkeeper before moving into mortgage origination at a brokerage. From there, I became a HUD-certified housing counselor, then transitioned into mortgage banking, later advancing to Area Sales Leader and Community Outreach Manager. Across it all, I saw the same thing over and over: most people aren't bad with money. They just were never given a clear, simple explanation of how the financial system actually works.

I've watched people follow a plan and come out the other side more financially confident than they ever thought possible, sometimes with tears of frustration along the way, and often, like my client above, with tears of joy at the finish line. That's the work I've always believed in, and why I started Money Management Solutions! I can provide the time and personal attention a person needs to truly turn their finances around.

How I Work

Managing money isn't really about the numbers. It's about clarity, confidence, and decisions that support the life you actually want. I work with hardworking professionals who are thriving in their careers but still feel overwhelmed or unsure about their financial picture, and my approach is practical, structured, and judgment-free.

I'm not a financial advisor, tax preparer, or estate planner, and I want to be upfront about that. My work is the step before those things: I help you get your numbers organized, your credit and debt strategy in place, and your goals clearly defined, so that when you're ready for investment, tax, or estate planning, I refer you directly to the right licensed professional, and you walk in prepared.

Money should support your life, not create stress. Together, we'll build the clarity, structure, and plan you can actually follow.

Credentials & Experience

20+ Years Across the Financial Industry: Insurance, Bookkeeping, Mortgage Origination, Housing Counseling, Mortgage Banking, Sales Leadership & Community Outreach

  Previously served as:

• Insurance Professional
• Bookkeeper
• Mortgage Loan Originator (Brokerage)
• HUD-Certified Housing Counselor
• Mortgage Banker
• Area Sales Leader
• Community Outreach Manager

Current:

• Certified Financial Education Instructor (CFEI), In Progress
• Founder, Money Management Solutions