My journey into investing began over 25 years ago when I worked in customer service at Northwest Bank. Despite my eagerness to learn, I was brushed off by an investment banker, making me feel like the stock market was only for the wealthy. Years later, when I was enrolled in a 401(k) plan at a new job, I felt overwhelmed and unsure of what to do, so I avoided it altogether.

Determined to take control of my future, I started researching on my own—learning through trial and error. Over the last 17 years, I’ve gained valuable experience navigating 401(k) plans and investing strategies. Now, I’m committed to helping others overcome the same challenges I faced by sharing my hard-earned lessons. With the right guidance, you can confidently take charge of your retirement savings and secure your financial future.