Where capacity meets strategy.
Clear answers before you decide anything. Don't see your question? Book a call and ask me directly.
Protect & grow your money
Retirement, life insurance, annuities, legacy planning, and health coverage.
No. Your first call is free. We talk through your goals and what's on your mind, and you leave with more clarity whether you move forward or not.
Never. I educate first, show you one or two options that fit your situation, and let you decide. If the right choice is to wait, that's the right choice.
Maryland, Virginia, Pennsylvania, South Carolina, Texas, California, and Ohio, with more added each month. We can meet virtually wherever you are in those states.
For insurance and annuity products, I'm paid a commission by the insurance company when a policy is placed. You don't pay me a separate fee for that help. Coaching through the Institute of Abundance is priced separately and listed on that page.
Yes. What I do often works alongside what you already have. A 401(k) was never meant to be the whole system, just part of it. We'll look at where the gaps are, like taxes, protection, or income you can count on.
No. These strategies work best for people with steady income who can fund a policy consistently over time. Part of our conversation is figuring out whether it fits you at all.
Fixed and fixed indexed annuities are designed to protect your principal from market losses. Their guarantees are backed by the claims paying ability of the insurance company that issues them, which is why I work with established carriers.
Yes. I'm a Maryland Health Connection broker and FFM certified for the federal Health Insurance Marketplace. I can help you compare plans, check what you qualify for, and add dental, vision, or supplemental coverage. My help costs you nothing extra.
Nothing formal. It helps to know your goals and any policies or retirement accounts you already have, but we can figure the rest out together.
Grow yourself & your business
Classrooms, the Rooted to Rise community, and coaching.
Yes. The Rooted to Rise community is free for everyone. It's a supportive space to learn, connect, and grow with women doing the same work.
The Clarity Session is a single 60-minute session to identify one pattern and leave with a next step. The Abundance Circle is ongoing monthly group coaching and community. Rooted in Abundance is the four-week signature masterclass inside Rooted to Rise, with weekly private coaching and a 30-day action plan.
Not sure where to start? The Clarity Session is a low-pressure first step.
No. The Community Partner Circle is a free online networking and referral community for aligned business owners. You apply, and if it's a fit, you're invited in.
Founding members get a lower price while spots are open: $47 for the Clarity Session instead of $97, and $39 a month for the Abundance Circle instead of $59. These rates are available for a limited time.
No. The Institute of Abundance is separate from my insurance and financial services. You can join any classroom or coaching option on its own.
No. Coaching, classes, and community through the Institute are educational and personal development services. They aren't therapy, and they aren't financial, tax, or legal advice. If you need those, I'll encourage you to work with a licensed professional.
Everything happens virtually, so you can join from wherever you are. Classrooms live in our online community, and coaching sessions are held by video.
Women who are ready to stop surviving on autopilot and start living and making decisions with more intention. If you keep circling the same place and want structure and support to break the pattern, it's for you.
Ask me directly. Your first call is free, and there's no pressure either way.