I have always been fascinated by the decisions people make, especially the big financial ones that shape their lives.
Growing up in a military family, I saw firsthand how discipline, planning, and structure create stability. Later, through my education and career in behavioral decision-making and finance, I began to understand something deeper: money is rarely just about numbers. It’s about emotion, identity, stress, fear, and aspiration.
Over the years, I’ve worked with high achievers, doctors, lawyers, professionals, and families who were intelligent and capable, yet still felt stuck, anxious, or conflicted about money. What I discovered is that financial success isn’t simply a math problem. It’s a behavioral one.
That realization shaped my work.
Today, I help people understand the patterns behind their financial decisions, strengthen their money mindset, and build wealth with intention. My goal is not just to improve balance sheets. It is to reduce financial stress and create lasting financial well-being.
Because when you change your behavior around money, you change your life.
As a behaviorally based financial therapist and coach with an MBA and PhD, I help raise awareness of your financial health. Together, we will work on understanding the impact that your emotions and behaviors have on your financial decisions.
I provide expertise in financial psychology and behavioral finance. Dealing with emotional barriers? That's my specialty. My proven approach helps clients remove emotions from their money choices, ensuring a more rational decision-making process.
I work one-on-one with each individual or couple, and specialize in helping you achieve financial wellness. As an independent firm, we don't accept any commissions or royalties, and we operate as a fiduciary. This commitment to you is what sets us apart.
I look at your whole picture and complete financial situation before making any recommendations. As a fiduciary, our recommendations are designed to help you reduce your financial anxiety, and build long-term wealth.
I collaborate with you to ensure your money matters and financial health are strategic and long-term focused, ultimately aimed at achieving your goals. I prioritize your aspirations and work diligently to help you succeed.
