Meet Nerissa
Registered Nurse turned Financial Protection Specialist, helping individuals and families secure their financial future.
After years in the trauma bay, I learned that the biggest emergencies aren't always medical - they're financial. Now I help individuals and families build the financial security they deserve.
My Journey
My wake-up call came when I realized how many working professionals were financially unprepared despite working long hours and earning decent income. I saw smart, hardworking people with no emergency fund, minimal insurance, and mounting debt. It wasn't due to laziness or bad choices - it was simply a lack of strategy, support, and education. That realization shifted everything for me.
I realized that as working professionals, we're so focused on our careers and responsibilities that we often neglect our own financial security. We work in one of the most demanding professions, yet many of us live paycheck to paycheck, unprepared for the unexpected.
I decided to change that - first for myself, then for others like me. I spent years learning about personal finance, insurance, and wealth building specifically for working professionals. I discovered that our unique challenges require unique solutions.
My comprehensive approach focuses on four critical areas: building emergency funds for unexpected events, eliminating debt strategically, securing proper life insurance protection for families, and planning for retirement. These aren't just financial products - they're the building blocks of true financial security.
Now, I combine my nursing background with financial expertise to help working professionals build the security and peace of mind they deserve. Because when you're financially secure, you can focus on what you do best - caring for others.
Healthcare Experience
Financial Expertise
My Core Values
Protection First
Your family's financial security is the foundation of everything else. We start there.
Debt Freedom Focused
We build strong financial foundations by eliminating debt and creating sustainable wealth.
Personalized Approach
Every working professional's situation is unique. Your financial plan should be too.
Beyond the Professional
When I'm not helping individuals and families build wealth, you'll find me experimenting with new healthy recipes, going for long runs to clear my mind, or planning my next travel adventure to explore new cultures and cuisines.
I believe that true wealth isn't just about money—it's about having the freedom to live your values, spend time with people you love, and make a positive impact in the world.
My Mission
To ensure that every working professional and family has the financial security and peace of mind they need to focus on what matters most—living their best life and caring for those they love. Because when families thrive financially, we all benefit.
Frequently Asked Questions
Do you only help healthcare professionals?
No! While I have a special heart for healthcare workers (because I understand the unique challenges we face), my financial protection strategies work for anyone who wants to build a secure financial future. Whether you're a teacher, engineer, small business owner, or work in any other field—if you're ready to eliminate debt, build an emergency fund, and plan for retirement, I'm here to help. My nursing background just gives me extra insight into the shift work, irregular schedules, and high-stress careers that many people navigate.
What makes your approach different from other financial professionals?
As a nurse, I've seen firsthand what happens when families aren't prepared for emergencies. My approach is practical, straightforward, and designed for real people with real challenges. I focus on building strong financial foundations through protection, debt elimination, and retirement planning.
Do I need to have a lot of money saved to work with you?
Absolutely not! In fact, many of my clients start with little to no savings—that's exactly why they need help. Whether you're living paycheck to paycheck or drowning in debt, we'll create a plan that works with your current situation. Financial security isn't about how much you start with; it's about having the right strategy and taking consistent action.
What's included in a free consultation?
During our free consultation, we'll review your current financial situation, identify your biggest challenges and goals, and create a personalized action plan. I'll show you exactly how to prioritize your financial steps—whether that's securing proper protection, building an emergency fund, paying off debt, or planning for retirement. You'll leave with clear next steps and actionable strategies you can implement immediately.
Ready to Build Your Financial Foundation?
Let's work together to create a personalized plan that protects your family, eliminates your debt, and gives you the peace of mind you deserve.