Wealth Advisor

Financial Literacy Chose Me

Different By Design

Being honest, “Financial Professional” was never on the list of goals. My route to this point, was different. It’s that different route, that different upbringing, that lack of exposure, that different perspective, a business acumen, and that different level of care is what truly sets me apart.

I first began working with Entertainment professionals & Music artists out of necessity. Literally, there was no one they could turn too that really understood their culture, their challenges, let alone that looked like them. I made it a mission to make sure that they would never run out of money during or after their careers. That commitment fueled me on my journey. From the start, I’ve approached the industry with new ideas, challenging how information is disseminated and who has the opportunity to have access to it; regardless of their net-worth. Fast forward, I’ve been able to help change the financial future of so many. Also been able to train and develop over 100+ financial professionals & been recognized numerous times. This only the beginning of the story.

Financial Education Is No Longer Just An Option It is a Necessity

A Real Experience

Events .

Who said you could only learn in a class room? I love producing highly quality, engaging financial events. Be sure to sign up for my notification list to hear about all of my in-person and virtual events! Here are a few of my highly popular event series and brands:

Check out Some Recaps & Images Below

For more visit my official Youtube and Social Media Accounts.

Their Money or Your Money

Mastering Your Finances @ Top Golf

Millennials X Money

PAs & Finance Event

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If you don't Save Money, Money Won't Save You.

Allow Me The Opportunity To Add Value

Work With Me .

No matter your current situation, would love to have a quick chat and see if my team and I could be a good fit. Whether you need traditional financial product and services, holistic planning, or even just a budget, I’m able to assist.

New Age Wealth

New Age Wealth is an exclusive Advising and Action Community. Built for those who want to take a more active role in their finances. Members receive portal access to monitor their money and financial plan efficiency 24/7. Members have a chance to engage, network, and learn with other like minded individuals in our community. Members also receive exclusive access to ongoing webinars, digital financial education courses and events.

Legacy Movement Firm

Currently a Senior Partner and CMO at Legacy Movement. We are not just a Financial Firm, but a family of dedicated professionals committed to building and protecting legacies for the next generations. Our partnerships with over 75 Financial Institutions we are strategically positioned to service a wide array of concerns and needs to make sure no family is left behind. Due to a recent acquisition and merger (*name change), we are now headquartered in Atlanta, GA, with additional learning centers in FL, NC, Ohio.

Professional Tax Planning

I have an amazing partnership with the great group of CPAs and Tax Specialists at Professional Tax Planning. I also co-host a weekly webinar series alongside one of the top CPA and Certified Tax Specialist. Whether you’re an individual or a business, for all of your tax planning needs, strategies, bookkeeping, and tax resolutions, PTP Tax is your solution.

Passion Always Wins

You Can't Play By The Rules....

A clip from a guest speaking event with an audience of industry professionals speaking on the State of The Industry and how innovation

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Recent Media Features

Association of African American Financial Advisors

Featured on the front page of the Association of African American Financial Advisors official website

Dalton Education

Featured as one of the faces of Education for the Dalton Education Company, the nations leader in Certified Financial Planner education and CFP exam review.