We help early and mid-career professionals with mindful transitions that involve work, life, and money.

I have spent more than 20 years in banking, commercial insurance, and financial services, including executive roles. I understand the pressure to deliver, the stress of competing demands, and the anxiety and fear that can accompany opportunity and success. You are working with someone who can relate to what you’re experiencing as a professional in a corporate environment.

I studied Finance and Banking as a first generation college student to understand how financial decisions are made and what those decisions set in motion. That education provides a foundation for my work in strategy and financial counseling. It helps us make sense of the numbers while keeping sight of the career, family, and personal priorities those numbers need to serve.

I chose the AFC® to build on my finance education with a deeper understanding of how people make decisions about their own money. Your habits, experiences, and responsibilities matter alongside the numbers. This training helps us bring financial questions into the same conversation as your career and personal priorities, so the decisions support one another.

Mindfulness became important in my own life as I learned how easily attention can stay fixed on the next responsibility or achievement. I pursued training at Brown to deepen that practice and learn to share it with others. It supports the rest of our work by helping you notice your reactions under pressure and give yourself room to think before deciding or acting.

As decisions about work, family, and money became more connected in my own life, I wanted a more disciplined way to think them through. That drew me to Stanford’s Strategic Decision and Risk Management training. Building on our work in self-awareness, I help you separate facts from assumptions, consider the consequences of your options, and make choices you understand even when the outcome is uncertain.

I wanted to understand what helps people carry a decision into daily life. Prosci training gave me a practical way to address that part of the work. Once you have a clearer understanding of yourself and what you want to change, we look at what is getting in the way, what support you need, and how to make the change part of your routine.

I wanted another way to help people understand themselves alongside the awareness that comes through mindfulness and reflection. Hogan certification prepared me to interpret assessments of workplace personality, motivations, and behavior under pressure.

Running has taught me a great deal about effort, patience, and setbacks. I pursued coaching training to become better at helping others develop through the sport. That experience also shapes how I support change with professionals. We build skills, adjust when circumstances change, and pay attention to the effort you can sustain while living the rest of your life.