Meet Our Team

I am a financial professional and licensed Life & Health agent dedicated to helping individuals, families, and businesses build financial security and peace of mind. Alongside my career in financial services, I also serve as a Finance Manager for a non-profit, where I oversee funding, ensure accountability, and help drive programs that create lasting community impact.

As a U.S. veteran, I bring the values of service, resilience, and integrity into everything I do. My work and story have been recognized on both national and regional stages. I was featured in Forbes as a candidate for the Leukemia & Lymphoma Society’s South Texas campaign, highlighted in the Reserve and National Guard Magazine (4th Quarter 2022), and spotlighted by Get Ahead by LinkedIn News. I have also been honored to serve as a guest speaker for the U.S. Department of Veterans Affairs AANHPI program and at Anderson University Race and Ethnicity Course, where I shared insights on leadership, resilience, and financial empowerment.

I believe in the power of resilience, financial literacy, and community connection to transform lives. Whether through advising clients, managing non-profit finances, mentoring veterans in transition, or sharing my journey as a speaker, my mission is to empower others to thrive.