About Us

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. 

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Our Team

Agency Principal and President of Safe Money Specialist, Inc.

I am an insurance and financial services agent, retirement planning specialist, and have worked in the insurance...

I was raised in Alabama but have lived in Colorado for 26 years and have 5 children, and 3 grandchildren. I enjoy playing tennis with my husband, hiking, traveling and warm weather...

I was born in Ocean Side, NY, grew up in Israel from the age of 6, Served 2 years in the IDF (Israeli defense forces) and relocated back to States in 2017 with my husband and 2...

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Find out how we can help you reach your financial freedom

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