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My Story

Client Centered

My mother, Ahuva Wernick Z'L, died over 17 years ago; it was my defining moment.

She was creative, generous, authentic, and my inspiration for birthing Amethyst Wealth Planning.

I inherited a magnificent Amethyst ring. Amethyst symbolizes prosperity, spirituality, and intuition. These are the foundation of my financial planning firm.

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Amethyst Wealth Planning®, The Genesis:

Client Centered


After many years in financial services, I knew I could offer a better way to serve my clients.

I envisioned a holistic Financial Planning firm that would unite psychology, spirit, and money.