Next Gen Wealth Partners

About Us

Home / About us

About YOU

If Not Now, When?

I know life is busy. You are likely overwhelmed with demands and even if you’re not, the topic of money or estate planning can easily fall low on the list of priorities. 
 
Ask yourself, if not now, when? How long will you wait to feel more confident about your finances?
 

Here are the most common mistakes I see being made:

Young worried couple using a laptop for calculating their monthly budget

Don’t let fear, uncertainty, or shame hold you back. Take control of your financial future.

About Me

"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for"

~ Robert Kiyosaki

In my early 20’s, I blew through a lump sum inheritance I received from my grandfather. He worked years for that money. Do you know how many years of financial education I had at the time of that inheritance? Zero. 

So, it’s no wonder I squandered it. I want you to ask yourself: How many years of financial education do you have? What about your kids? If you know that there is little to no formal financial education within your family system, why take the risk of having what you or your family has worked so hard for disappear within a matter of years? It doesn’t have to be that way. Let’s preserve the wealth that is designated for your family… you’ve worked hard for it.

My team and I will:

Take Control of Your Financial Legacy Today!

Your Mission is to Grow, Protect and Share Wealth
My Mission is to ensure that happens for you and your family
Let’s work together to preserve your family’s future and work toward turning your goals into reality

Our Mission

Building Generational Wealth Starts with a Single Spark of Action

If you’re young, the spark starts now. Time is your greatest ally, and small, consistent steps today can lead to significant wealth tomorrow. Whether it’s building an emergency fund, starting to invest, or planning for major milestones like buying a home, the earlier you begin with sound financial habits, the more time your efforts have to grow. Don’t wait for “the right time”—the right time is now. 

As you gain more wisdom, your spark can light the path for your family’s future. Ensuring your financial house is in order, planning for retirement, and creating a legacy plan can provide security and stability for the ones you love most. Your experience and savvy planning can pave the way for your family for generations to come.

My team and I can guide you every step of the way, providing personalized strategies and support. The journey to wealth and security doesn’t have to be overwhelming—you just need to take the first step. Let’s ignite your financial future together.

How We Work

At Next Gen Wealth Partners, we take a unique, client-focused approach to financial planning. With over 6 years of experience in the financial industry, combined with training in counseling, life coaching, and behavioral finance, we tailor our process to meet your individual needs. Our flexible, common-sense pricing structure ensures you get value at every step, while our fiduciary commitment guarantees your best interests always come first. As holders of the highest credentials in financial planning, we guide you with expertise, empathy, and a focus on achieving your goals. Let’s build your financial future—together. 

Happy grandmother with grandchild
Happy Family on the Beach

Our Team

Your financial planner is the quarterback of a much larger team, organizing and delegating a multi-faceted approach to achieve a win. From paraplanners to CPAs, Estate Planning attorneys and investment research analysts on your side, you and your family will be surrounded by a team of professionals who are prepared to provide dedicated service. Your goals are our priority- we are here to serve. Let us do the hard work for you.
Next Gen Wealth Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Happy team putting their hands together for success
Collaborate with a professional

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Secure Your Legacy, Empower Your Future
Your financial future doesn’t have to be uncertain. Together, we’ll build a plan that aligns with your values, preserve your assets, and empowers future generations.