I believe financial success isn’t just about numbers—it’s about clarity, confidence, and understanding your relationship with money. My mission is to help individuals from all walks of life become empowered, intentional stewards of their financial well-being. Whether in a group setting or one-on-one, I create space for people to build knowledge, shift mindset, and take action toward lasting change.

I hold an MBA from Wake Forest University and a Certificate in Private Wealth Management from the University of Chicago Booth School of Business. I’m also a Certified Financial Education Instructor, currently pursuing the Certified Financial Planner™ (CFP®) designation to better serve clients navigating complex financial decisions.

My career has spanned financial services, education, and strategic consulting—all of which inform the work I do today. Highlights include:

Financial Education:

Partnered with organizations to design and lead workshops that build financial literacy, confidence, and stewardship for individuals and families across life stages.

Financial Technology:

Worked with an asset management firm and an international bank to implement fintech solutions and support clients in navigating complex financial tools and platforms.

Education Technology & Advising:

Served as Director of Educational Technology at Asheville School, one of the nation’s top college preparatory institutions, where I also advised students on leadership, growth, and purpose.

Global Consulting:

Operated as a Senior Consultant at a global firm, managing enterprise-wide financial initiatives with a focus on transformation, clarity, and results.

Through each chapter, I discovered that financial education is where I can make the greatest impact. That’s why I founded my practice: to deliver private coaching and education that bridges financial complexity with personal clarity and long-term confidence.