Building Wealth

Rochelle is a Financial Data Analyst focused on innovative, data-driven financial management services and strategic wealth building solutions.

  • Small Business Consulting

    It’s very easy to get bogged down in the day-to-day operations of running a business, but it’s important not to lose sight of the road ahead. Successful data-driven financial solutions allows businesses to focus on achieving long-term goals.

  • Real Estate Investing

  • Personal Finance

    No two people have the exact same financial goals. That’s why one-size-fits-all financial plans don’t work. I help clients build a diverse portfolio that aligns with your goals, timeline and personal tolerance for risk.

Recent Articles
Manage Your Small Business Taxes

Three Easy Ways to Better Manage Your Small Business Taxes

Small business owners can save a great amount of money, time, and energy with three easy better tax planning steps.

Auto Insurance Fundamentals

Auto Insurance Fundamentals

Making sure that your vehicle, family, and personal assets are covered should be a key factor in the deciding on which auto insurance coverage works best for you.

Saving for College with a 529 Plan

Saving for College with a 529 Plan

The cost of higher education can be expensive and is steadily increasing. A 529 plan is designed to help fund future education expenses.