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.
How I’m expanding what’s possible with money
I enjoy breaking down complex personal finance topics into easily digestible information. I use the power of story to educate and engage people in their financial lives through writing, speaking, and podcasting. I strive to make money relatable, which breaks down emotional barriers and helps others to see what’s possible in their lives. I frequently read books, blogs and attend conferences or retreats to expand on these skills.
Outside of work, my passions include
At this point in life my husband and I are raising two tiny humans, so I can’t particularly recall what “passions” are. However, aside from listening to Mickey Mouse’s “Hot Dog” song and Frozen’s “Let it Go” for a combined one hundred times per day, I imagine they include: international travel, all things Disney, coffee + wine (refer back to the raising tiny humans statement), frequent rides on our Peloton bike, baking, writing, mentoring women trying to break into or move upwards in the financial services industry, and hosting the Work Your Wealth podcast.