About Us

In 2021, I had much to be thankful for. Professionally, I developed and delivered financial planning and wealth management strategies for high-net-worth and ultra-high-net-worth clients at a regional advisory firm, while leading a small team of financial planners. With more than 25 years of experience, I had progressed from an entry-level analyst to a director-level leadership role. I held advanced degrees in financial planning and professional credentials, had earned the respect of my peers, and was privileged to help families make important financial decisions. 

But I did not always possess a high level of financial knowledge. Growing up in a middle-class household, my parents instilled values of hard work, faith, and service to others. However, we rarely discussed money. Like many families, we generally lived paycheck to paycheck, and I often heard phrases such as, “Money doesn’t grow on trees,” and “We don’t have the money.” We had what we needed, but there was often a mindset of scarcity rather than abundance.

When I attended college, I discovered a different reality. I met families who had accumulated wealth over generations and intentionally passed it down to their children and grandchildren. I became fascinated by the concept of generational wealth and its potential impact on individuals, families, and communities. At the same time, I began to wonder why it seemed absent from the experience of so many families, particularly within the African American community.

That curiosity eventually became a calling. A few years after graduation, I began developing and teaching monthly financial education classes through a church-based program. These presentations combined biblical stewardship principles with practical financial strategies and regularly attracted 30 to 50 attendees. During one of those presentations, I realized that helping people become faithful stewards of their financial resources would become a central part of my life’s mission.

More than twenty-five years later, the methods have changed, but the mission remains the same. 

Golden Gift Wealth Management was founded to bring that mission to life by helping families align their financial decisions with their goals, values, and long-term legacy.

Today, we help individuals and families gain confidence in their financial future through comprehensive wealth management, investment management, and retirement planning. Our goal is to help clients build, manage, preserve, and transfer wealth for the benefit of the next generation.