The reason I got into this profession
I’m a CERTIFIED FINANCIAL PLANNER(TM) and have been a partner and Chief Marketing Officer with Abacus since 2019, when I merged in my firm, Workable Wealth. I work as an author, speaker, and financial coach to help clients make smart, well-informed choices with their money. I tackle the subject of finances in an open, honest and encouraging way so that you can enjoy and engage with your money in a way that maybe you haven’t before. Whether you’re a professional or entrepreneurial woman, young couple or family, or military family – I work with you to help you live an organized and stress-free life around money.
One thing I’m doing to help the planet
We are avid recyclers in our family and bring our own water bottles and reusable bags whenever possible. At least 70% of our children’s clothes have been passed down or purchased used in an effort to reduce waste from fast fashion.
Outside of work, my passions include
Travel, all things Disney with my husband and kids, wine, riding our Peloton bike, and writing.
One goal I’m saving for
A month long trip to Italy with our family next year.
The primary way I’m advancing my career knowledge
I’m constantly searching for unique ways to tell a story or to engage clients in their financial lives. I love breaking down complex topics into easily digestible information and using the power of story to educate about money. I’m constantly reading books, blogs and attending conferences or retreats to build on these skills.