About

As a Certified Financial Planner™ with 25+ years of experience in financial services, insurance, and wealth management. My mission is to empower family caregivers with financial knowledge, resources, and support so they can care for loved ones without sacrificing their own financial well-being.


Caregiving comes with unexpected financial burdens, from out-of-pocket medical costs to lost wages and long-term care expenses. Many caregivers struggle because they don’t know what they don’t know—until it’s too late.


Through Caregivers Resource Group, I provide:
✔ Financial & Legal Education – Helping caregivers plan for costs, understand benefits, and organize legal documents.
✔ Community & Support – A space to connect, share experiences, and access expert guidance.
✔ Advocacy & Resources – Raising awareness and providing real-world solutions to financial caregiving challenges.
Caregiving is both emotional and financial, requiring tough decisions that impact both the care recipient and the caregiver’s own future. Many caregivers reduce work hours, drain savings, and make costly choices without understanding their options.


Through AdviceOnly, I offer unbiased, fee-for-service financial advice to help caregivers:
✅ Plan for Caregiving Costs – Identify expenses and create financial strategies.
✅ Access Benefits & Insurance – Navigate Medicare, Medicaid, VA benefits, and long-term care policies.
✅ Protect Their Own Future – Ensure caregivers don’t jeopardize their own retirement.
✅ Get Legal Documents in Order – Avoid legal obstacles by preparing Powers of Attorney, wills, and trusts.


Having served as Power of Attorney and Executor for family members and 25 year plus of professional experiences, I understand the financial and emotional challenges of caregiving. Now, I’m dedicated to helping caregivers take control, plan ahead, and find support—so they can focus on what matters most.


💡 Let’s ensure you and your loved ones are financially secure.