A certification of skill – a commitment to serve

A certification of skill – a commitment to serve

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who upholds high ethical and professional standards in the financial services industry, someone you can be confident has the education and experience to assist you with the complex financial needs to plan for your future?

When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.


To help enhance the lives of each client by creating a financial roadmap designed to overcome adversity and to enable them to fulfill their personal potential.


We strategically help people work smarter vs. harder with their money so that they may enjoy a life of abundance.

Our Team's Vision:

Lives enhanced, confidence inspired, bigger dreams empowered, and a life of purpose achieved, one client at a time.

Knowledge is power and taking action is essential!
Filomena May