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My Story

Client Centered

My journey in financial services began in 2006 after the passing of my mother. She was a strong and independent businesswoman who taught me many valuable lessons.

I felt guided into this profession to create a solid financial future for my family and help others do the same.

My financial services practice grew from helping families protect their wealth to helping families grow and preserve their wealth.

Being a CERTIFIED FINANCIAL PLANNER™ professional enables me to help my clients create their ideal lives, support their
communities, and build legacies for future generations.

Amethyst Wealth Planning®, The Inspiration:

Client Centered

My Mother Ahuva Wernick Z'L was a dynamic community
leader and owned a party planning business.

I inherited a ring with a large Amethyst stone from her. She loved that ring and  wore it every day. I named my business Amethyst Wealth planning to honor her legacy.

What's Your Story? I'd Love To Hear It

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