About Me
My mission is to build a world where people feel empowered to enjoy their financial lives today while providing a stable financial base for a more equitable common future. I’m passionate about helping people overcome internal and external obstacles to building generational wealth. I currently live in Athens, Ohio with my 7 year old Siberian Husky named Gizmo.
My Money Story
I became a coach to help people better navigate the systems and structures that prop up the “culture of money”. As an active partner/ strategist in the growth of your net worth, I want to help you build and achieve your ideal financial futures
My Qualifications
- Accredited Financial Counselor (AFC)Candidate
- Certified Money Coach (CMC)®
- Series 65
- Certified Financial Education Instructor
- Certified Financial Planner Candidate
- 7+ years of experience in banking and investment management
My Superpower
Navigating life transitions, planning for the future, building and optimizing multi-generational wealth!