Wealth-building habits clicked early for me. I was fortunate to have the guidance of my grandfather, who required me to save at least half of any monetary gift he gave. If I chose to spend the other half, I had to write him a letter explaining why. That simple practice instilled a lifelong discipline and respect for money. It was never just something to accumulate or spend. It was something to steward with clarity, accountability, and purpose.

That perspective carried me through a career spanning roles at Google, Deloitte, and UBS. It guided how I navigated the 2008 financial crisis, how I invested in real estate and early-stage companies, and how I came to focus on long-term value, diversification, and patience. By age 30, I became a millionaire. By 35, I doubled my net worth. Along the way, I built the PIVOT scoring model to help women better understand their full financial picture with clarity and confidence.

Positive impact has always been central to my life strategy, so I serve on nonprofit and public boards, support founders building responsibly, and engage in communities that value both excellence and care for the world we shape. LEGACI Circle grew out of that lived experience. It is a private community for women who want to engage thoughtfully with wealth, build meaningful connections, and consider the long-term impact of their choices.

If you believe wealth is most powerful when it is intentional and shared, you are warmly invited to apply.

Let's build a LEGACI together.