When going through major life transitions - being out of work, and going through divorce, things changed for me . I felt lost, overwhelmed and uneasy about my next steps. I felt I should have known better. That’s when I decided to take control.

Over the next few years, I pursued training and qualifications in financial services and wealth management. Although I was still facing a transition, I now had the knowledge to make better decisions for myself. I created and stayed on-budget and had enough security to feel stable. I knew how to manage and plan for my own financial success with greater clarity and confidence. I had become my own first client, implementing my own plan.

Over the years, I have come to realize that planning for the future is not only a financial endeavor. It takes personal growth and development, a keen sense of awareness, a willingness to learn and adjust with small changes and most importantly, a commitment to meet your goals. I am passionate to share my story and what I’ve learned in order to empower other people to grow. I enjoy educating my clients at Transition Wealth Advisors about the countless ways they can ensure their financial success, especially during times of transition and unexpected change.

Having personally journeyed from success through job loss, divorce, near-bankruptcy and back to a place of security and success, I know firsthand how vulnerable and challenging it can be to face financial transitions.