Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
About Me With over a decade of dedicated experience in the financial industry, I’m a Licensed Financial Professional, Federal Retirement Consultant, Certified Financial Fiduciary and a member of Women in Insurance and Financial Services (WIFS). While I have several specializations, above all else, I’m an Educator at heart. My background is a fun mix: I'm a licensed Life & Health insurance professional with a degree in Insurance and a Masters of Education, a former moderator for the American College of Financial Services, worked for several financial service institutions from D.C. to New York, served as lead presenter for seminar/webinars on a wide range of employee wellness topics for CareFirst, and a former business owner of an oncology aesthetics practice, all of which were quite rewarding, not only for myself, but to the wonderful clientele I have served in years past. So, you could say I'm all about helping people build a beautiful life, both financially and personally! I’m originally from the West coast, married for 23 years to my wonderful husband, a caretaker for my 85 yr old mom with dementia, a pet mom to our rescued Blue Russian cats, an active member of my church and volunteer in my community. I love a good read, traveling, the arts and I’m a bit of a foodie! My Approach My time in the education field taught me the importance of clear communication, personalized attention, and making understanding and learning engaging! Who wants a spiritless financial lesson? Not me, and definitely not you! I bring that same energy and enthusiasm to the world of financial education and client engagement. My teaching degree isn't just hanging on the wall; I use it every day to make complex financial topics easier to grasp. I believe that understanding your finances should be comprehensible and stress-free. As a Certified Financial Fiduciary, I'm legally and ethically bound to always act in your best interest, ensuring unbiased advice and a transparent approach to your financial well-being. My expertise as a federal retirement consultant allows me to navigate the unique complexities of federal, city and state employee retirement systems and benefits, helping clients maximize their hard-earned entitlements. As a former Educator in the D.C. and Maryland school systems, I understand that having someone to help you navigate the retirement system can make all the difference in your retirement planning. Whether you’re a brand-new teacher or about to retire and plan your next act, it’s not about how much you make, it’s about how much you keep! Let's Connect My workshops, seminars and consultations are designed to help adults take control of their financial futures and build a secure foundation for their dreams. Think of me as your financial coach, here to help you achieve your goals. Let's make financial literacy and active engagement in your finances a promising and enjoyable journey together! Ecclesiastes 7:12 "Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: Wisdom preserves those who have it."
WIFS
Federal Employees
Female Owned Small Business
Life & Annuities
Health Insurance
Medicare
Nurse and Nurse Practitioners
Estate Planning, Wills & Trusts
Life Insurance
Health Insurance
Certified Financial Fiduciary
Federal Retirement Consultant
Masters of Education
B.B.A. Insurance
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!