With a Doctorate and a former career in academia, I made a bold transition from higher education to high-level finance — driven by a clear mission: to help individuals, families, and business owners protect what they’ve earned and build what they truly deserve.

​

My background in research and education shaped how I approach finance: with precision, clarity, and long-term vision. Today, I apply that same discipline to create strategies that blend risk management, tax efficiency, and legacy planning into one cohesive plan.

​

Through Money Umbrella LLC, I collaborate with a trusted network of financial planners, investment advisors, tax experts, bookkeepers, and estate attorneys — guiding clients through every stage of wealth creation and preservation.

​

At the heart of it all is a simple belief:

Your financial future deserves strategy, protection, and vision — not guesswork.