Collective Wealth Partners

Check out my new feature in on the Biggest Money Mistakes Gen Z is making. Many of us are tired of living in unprecedented times but it should not stop you from investing in a diversified portfolio. # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # #

✨ Honored to have been invited to the White House to speak about financial planning for the "White House Older Americans Month Convening"! 🎉🇺🇸 I had the incredible opportunity to speak about retirement and security for older Americans. 🏦🔒

Joining me on this important panel were the amazing Steve Benjamin (), Mark Miller, Gabby DaSilva, and Joe Pfeiffer. Our insightful commentator was Tom Perez (), Senior Advisor and Assistant to the President.

It was truly an honor to discuss such a vital topic with such valued colleagues. Thank you to everyone who made this event possible!🙏🏾❤️

Honored to have spoken at Dalton State College by invitation from the SEC, along some incredible voices in finance and regulation! 🌟

Met with SEC Commissioner Hester Pierce, Ted Daniels - the first black CFP Board Director, and Nekia Jones from SEC. 💼

We delved into the future of finance, diversity, and access to financial planning for all.


Grateful for the opportunity to share insights and learn from these powerhouse leaders!

🚨 Don’t Miss Out on These Big Money Blind Spots! 🚨

Ever feel like managing your finances is like juggling a dozen tasks at once? You’re not alone! 💸

But fear not, I’ve got you covered with some crucial tips from myself and other CFP professionals who have these conversations all the time.

CNBC just published an article “Financial Literacy blind spots.” Read the article linked in my bio to see if you have oneof these 5 blind spots.

What are some blind spots you have faced when it comes to managing your money?

It’s easy to get lost in the whirlwind of financial tasks, but don’t overlook these key areas! Stay informed and empowered on your financial journey. 💪