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HelIo! The Savvy Team helps high performing women and moms protect their families financially™. With our safer strategies, clients experience financial stress relief and the freedom to care for family while maintaining their lifestyle in the future.

As a third-generation financial professional, I take the reflective journey with women leaders to launch and organize their portfolio in preparation to enjoy work-optional living. This also involves helping clients plan in advance for income during any unexpected illness.

As a mother of two, I know many of us will have the honor and responsibility to care for our parents and our children at the same time. I believe driven women deserve financial wellness and lifestyle comfort even as we help our families now and in the future. 

I have enjoyed being a Grow With Google Co-Host and TEDx invited speaker, I encourage communities and clients to focus on authenticity, purpose, and wellness on the journey to personal and financial freedom.

By invitation, I speak nationally on financial wellness, business, and nonprofit strategy topics. As an Amazon best-selling author, I try to contribute guidance in word form as often as possible too. If you're ever in the Dallas area, let's catch a yoga class or do a patio lunch together.