About Rev Up Your Wealth & Co.
Built on a foundation of heart, education, and genuine care for the people we serve.
My Story
After more than two decades in the finance industry, I founded Rev Up Your Wealth & Co. to provide heart-centered, educational guidance rooted in clarity and trust.
Over the years, I saw too many people unsure about their financial future — not because they weren't capable, but because they lacked clarity. That experience shaped my commitment to education and empowerment.
Today, while financial strategies remain core to my work, my mission has expanded to helping people think differently, challenge outdated systems, and create lives built on purpose, choice, and legacy.
This is about more than money.
It's about living intentionally — at every stage.
Schedule Your Free 30-Minute ConsultationEmpowerment That Goes Beyond Money
After more than two decades in the finance industry, I founded Rev Up Your Wealth & Co. with a simple but deeply personal goal: to provide genuine, heart-centered guidance in an industry that too often feels confusing or transactional.
My work has always been grounded in empathy, transparency, and education. Over the years, I noticed a consistent pattern — many hardworking people didn't truly understand their portfolios or retirement plans. They weren't sure when they could realistically retire, how much insurance coverage they needed, what their Financial Independence Number was, or how taxes and market conditions could impact their future.
That realization shaped my approach.
I adopted an educational model of financial guidance rooted in collaboration and due diligence. I work with multiple companies so clients understand their full range of options — not because of a product agenda, but because empowerment requires clarity.
While financial strategy remains foundational, my vision expanded significantly in 2025. Through meaningful conversations and lived experiences, I came to understand that empowerment doesn't stop with finances.
Too many people feel stuck in systems that no longer serve them — sometimes well into their 60s and beyond. That's why, in 2026, Rev Up Your Wealth & Co. is focused on empowering people to think differently, challenge outdated paths, and design lives rooted in purpose, choice, and legacy.
This is about more than retirement planning. It's about clarity, freedom, and intentional living.
Meet the Team Dedicated to Your Financial Peace
Dawn O'Brien
CEO and Founder
Ravinder Wadhwa
Multilingual Wealth Advocate
Maritza Santiago
Bilingual Wealth Advocate
What We Believe
Empowerment begins with education and awareness
People deserve clarity — not confusion
One-size-fits-all solutions don't serve real lives
True security is about choice, not fear
Legacy is built through intention
Systems should work for people — not limit them
Purpose-driven lives create lasting impact
When people understand their options, they gain the confidence to make aligned decisions — for themselves and future generations.
Our Mission & Values
Always in Your Corner
We Do What's Best for You — Now and Always.
Clarity Over Confusion
No jargon. Just simple, effective strategies.
Growth with Purpose
Secure income that supports the life you've earned.
Join Our Team
We're not looking for everyone. We're calling in purpose-driven individuals who believe in empowering others, thinking differently, and building something meaningful.
If you value education, integrity, and impact — and feel called to help people gain clarity and confidence — there may be a place for you here.
"This isn't about fitting into a system. It's about creating something better — together."
Frequently Asked Questions
I help individuals and business owners protect their retirement savings, optimize their tax strategy, and build guaranteed income streams they can never outlive. What most people don't understand is that proper education is the key — many believe that math equals money, but that's not the case. Too often, individuals feel pressured to chase high rates of return when they should be prioritizing guaranteed income for a secure retirement. My role is to educate first, then recommend strategies that actually fit your life.
People within 10-15 years of retirement — or already retired — who want to protect their savings from market risk and create reliable lifetime income benefit most from my services. If you're tired of watching your 401(k) swing with the market, confused by financial jargon, or simply want a clear plan you can actually understand, you're exactly who I built this company for. I also work with younger clients who want to start building tax-free wealth early.
We lead with education, not products — you'll never be sold something you don't fully understand. Traditional advisors often push a one-size-fits-all portfolio tied to market performance. I take a different approach: I work with multiple carriers to find strategies built around protection, guaranteed income, and tax efficiency. My focus is making sure you understand every option so you can make confident decisions about your own money.
We offer indexed annuities, living benefits life insurance, final expense planning, tax-free retirement strategies, 401(k)/IRA rollovers, college fund planning, Family Bank and Infinite Banking strategies, and market loss protection. Every service is designed around one principle — protecting what you've earned while creating options for your future. During our consultation, I'll help you identify which strategies align with your specific goals and timeline.
I am currently licensed in 15 states: New Jersey, Pennsylvania, Delaware, Maryland, Georgia, Florida, Colorado, Massachusetts, New Hampshire, Arizona, Oklahoma, Tennessee, Texas, Virginia, and Wisconsin. Our team continues to expand our reach, and if your state isn't listed, reach out — we may be able to help or connect you with a trusted professional in your area.
Yes, your initial 30-minute consultation is completely free — no strings attached, no hidden fees, no obligation. It's simply a chance for us to get to know each other, discuss your goals, and explore whether my strategies align with your vision for retirement. I believe in earning your trust before earning your business. If we're not the right fit, I'll tell you honestly.
Yes — I recommend and offer products including indexed annuities, life insurance with living benefits, and final expense insurance. But here's the difference: every product I recommend is carefully selected to safeguard your retirement, not to generate a commission. My advice is personalized, transparent, and always aligned with your best interests. I'll never recommend something I wouldn't use for my own family.
Not at all — I work with people at every stage of their financial journey. Whether you're just starting to save or you have a significant portfolio you want to protect, we'll create a plan that fits your budget and your goals. Some of my most impactful work has been with people who thought they were too late or too small to matter. The most important step is simply starting the conversation.
That's exactly what our free consultation is designed to answer. Everyone's situation is different — your goals, timeline, risk tolerance, and family needs all play a role in determining the right approach. I'll walk through your options, explain the pros and cons of each in plain language, and help you find the strategy that aligns with your life — not just your bank account.
The Family Bank — also known as Infinite Banking — is a strategy that uses specially designed whole life insurance policies to create your own personal banking system. Instead of borrowing from banks and paying them interest, you borrow from your own policy and pay yourself back — building generational wealth in the process. It's the same concept major banks use (they own over $200 billion in life insurance), and it's available to everyday families who want to break free from the traditional banking cycle.
Rule #1: Never lose money. Rule #2: Never forget Rule #1. Warren Buffett's philosophy is the foundation of everything we do at Rev Up Your Wealth. He emphasizes that protecting your investments from significant losses is the single most important key to long-term financial success. This aligns perfectly with our approach — we prioritize safe, steady growth through indexed strategies that protect your principal, so your retirement is built on certainty, not hope.