I am a former financial planning firm owner and CERTIFIED FINANCIAL PLANNER™ professional who now works at the intersection of wealth strategy, personal development, and purposeful leadership.

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Over the course of my career, I have built and led a comprehensive fee-based advisory practice, served in national leadership with the Financial Planning Association, and coached both clients and financial advisory teams toward stronger performance, deeper engagement, and long-term sustainability.

 

Today, my work centers on helping individuals create financial flexibility that supports lives of meaning, contribution, and inner stability. I believe money is not simply a metric of success; it is a tool that, when aligned with one’s values, can foster freedom, clarity, and peace of mind.