SELF-DIRECTED IRA EXPERT AND EDUCATOr

I grew up watching my father build businesses from the ground up — a pioneer in the carwash and petroleum industries who taught me that real wealth is built through ownership, not observation. That entrepreneurial DNA led me to co-found a construction company I ran for 18 years, invest in real estate, and ultimately raise three daughters on my own. That last part especially taught me something no credential ever could: a practical, hard-won understanding of risk, resilience, and what it truly takes to protect and grow wealth. An experience that gave me something no textbook ever could: a deep, practical understanding of risk, resilience, and what it actually takes to protect and grow wealth.

Nearly ten years ago, I brought that experience into the Self-Directed IRA industry, and I haven’t looked back since.

The Real Problem Most Investors Face

You’ve been told your retirement account is working for you. But the “set it and forget it” approach leaves money on the table, exposes portfolios to unnecessary risk, and keeps investors disconnected from the very assets they own. Losses are painful. Recovering from them takes longer than most people expect — especially when the strategy was never really yours to begin with.

I founded nvstIRA to change that.

What I Bring to Accredited and Non-Accredited Investors

I work with investors who are ready to take a more intentional, informed approach to their retirement capital. Whether you’re evaluating a private placement, deploying IRA funds into real estate, or stepping into alternative assets for the first time — I give you the objective guidance you need to move with clarity and confidence, not guesswork.

I’m not a custodian. I don’t sell investments. I sit on your side of the table as an advocate and educator, helping you understand how Self-Directed IRAs actually work so you can make better decisions, structure transactions correctly, and sidestep the costly mistakes that trip up even experienced investors.

Why Investors and Capital Raisers Trust Me

Over nearly a decade, I’ve built an extensive national practice as an investor, educator, and specialist in the Self-Directed IRA space. The result: millions of dollars invested and thousands of accounts opened — not because I push products, but because I build real relationships and deliver results that matter.

My background includes 30+ years of business development and ownership, strong relationships with asset sponsors and Self-Directed IRA custodians nationwide, and a track record of educating investors across real estate, private equity, and alternative asset classes.

Here’s something I believe wholeheartedly: most people never received sound financial education or practical guidance early enough. nvstIRA exists to help close that gap — to shorten your learning curve, help you pay fewer taxes, and protect you from mistakes that are expensive to fix later.

A Little More About Me

I live in Northeast Ohio, close to my adult children and grandson. My husband Ryan and I split our time between Ohio and Naples, Florida. My extended family includes real estate investors across Lake Tahoe, California, Texas, Nevada, and Ohio — so the dinner table conversations tend to get lively. Family and faith have always been the driving force behind my willingness to take smart risks and dream bigger.