My Story
Why I Do This Work
As a first-generation professional, I know firsthand how powerful financial knowledge can be — and how overwhelming it can feel when you're navigating it without a roadmap. That experience is what drives my passion for making financial literacy more accessible and helping people feel confident in the decisions that shape their future.
I founded Finance With Nance LLC to provide thoughtful, personalized guidance built around each client's goals — not a one-size-fits-all product or sales quota. As an independent advisor, I work for my clients and have the freedom to help them find solutions that fit their unique needs.
I also believe great financial planning rarely happens in isolation. I've cultivated a trusted network of CPAs, tax strategists, estate planning attorneys, and other specialists whom I personally work with and trust. When additional expertise is needed, I bring the right people to the table and remain involved throughout the process.
My goal is simple: to help you understand your money, make informed decisions, and build a financial future you feel confident in.
My Philosophy
Financial Clarity Is a Right, Not a Privilege
Independence First
I'm not tied to any single carrier or institution. That means my recommendations are based entirely on what's right for you — not what earns the highest commission.
Holistic Guidance
Financial health touches every part of life. I coordinate with CPAs, attorneys, and specialists to make sure every piece of your plan works together.
Plain Language Always
No jargon, no pressure, no confusion. I explain every option clearly so you can make confident, informed decisions at every stage.
Long-Term Partnership
My goal isn't a one-time transaction — it's a lasting relationship. I stay in your corner for annual reviews, life changes, and every question along the way.
Credentials & Licenses
Licensed, Experienced & Independent
As a financial services professional and founder of Finance With Nance LLC, I hold active insurance licenses in California, New Mexico, and Virginia, and I'm contracted with 20+ Medicare carriers and 30+ life and annuity carriers nationwide.
CA
California
License #4409013
NM
New Mexico
License #21318538
VA
Virginia
License #1479431
Let's Connect
Ready to Start the Conversation?
Your first consultation is completely free. Let's talk about where you are, where you want to go, and how I can help you get there.