Our Story
Dream. Do. Disrupt.
We created the WHealthy Empowerment Network (WHEN) because we believe everyone has the right to sound financial advice and planning. After decades of working in the financial industry, we got frustrated with the firm-first mentality that continually prioritized profits over people.
We knew there was a better way; we just needed to blaze our own trail to get there.
While designing the blueprint for our firm, we wanted to free ourselves from pushing products or fitting clients into pre-made boxes. Instead, we wanted our new firm to focus on providing holistic financial care, personalized planning, and treating each client’s journey with the respect it deserved.
We knew there was a better way; we just needed to blaze our own trail to get there.”
- WHealthy Empowerment Network
Our Mission
We Empower Others to Embrace Their WHealth.
We Value
Clarity
We believe that knowing who you are and what you want is the first step to personal growth and happiness.
Confidence
We refuse to let others define who we are or tell us what is possible.
Experience
We value the insights of those who excel in areas outside of our own comfort zone and we are not afraid to seek their guidance.
The Story Behind our Infinity Lotus
The Infinity Lotus is a powerful symbol of balance and continuous growth. Its five points flow seamlessly, each representing a pillar of a fulfilling life: mind, body, spirit, money, and community. Together, they embody the interconnectedness of these essential elements, creating a foundation for happiness and well-being.
At the base of the lotus lies the infinity symbol, a reminder of the never-ending journey of self-reflection and intentional living. This eternal loop encourages us to consistently assess our choices, ensuring they align with our values and guide us toward a life of purpose and harmony.
