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ABOUT

ME

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This is my life's mission...

Growing up I was always interested in money, but ironically I didn't really "get" how it all worked until several years into my career as a CPA. I had a degree AND a license in money and still didn't get it, so I totally understand why personal finance is such a conundrum for others. My mission is to simplify and de-mystify money for even the most numbers-averse to remove money as a barrier to finding financial bliss. 

One of my biggest frustrations with the personal finance industry is how much fear and shame are used to try to get people to change their behavior with money. I work really hard to avoid any type of judgement around financial decisions and behaviors – the “right” way to handle money is the way that supports your personal goals and aspirations.

I’ve held a variety of roles in the financial services industry and bring this experience to my work in unique ways. You can read my professional resume on my LinkedIn profile, but what I really want you to know about me is that I’ve made all the money mistakes and learned from them, but I’ve also helped thousands of people from all walks of life with their money. This has allowed me to develop a deep understanding not just of personal finance strategies, but of the variety of ways that different people are motivated or held back from doing what they know is best for their finances.

 

As a media spokesperson for the Association of International Certified Public Accountants (AICPA), I’ve appeared in thousands of media pieces, including stories in the New York Times, Wall Street Journal, Washington Post, Reuters, the AP and even People.com. I have a particular interest in educating people about the unique and under-communicated benefits of Health Savings Accounts, and frequently give talks on this at conferences and employee forums.

Read more about my services or book a session with me here.

Certifications & qualifications

  • CERTIFIED FINANCIAL PLANNER™ professional

  • CPA/PFS (PFS = Personal Finance Specialist, a designation awarded by the AICPA exclusively to CPA financial planners.)

  • Member of Retirement Resource Center Speakers Bureau

  • Member of AICPA Consumer Financial Advocacy Council

  • Member of Illinois CPA Society

  • Member of Financial Therapy Association

Random facts

  • I spent over 5 years as a financial wellness coach with Financial Finesse, the only completely unbiased workplace financial wellness provider in the nation. Remaining unbiased is of the ultimate importance to me, which is why I'm not aligned with any financial services companies.

  • Prior to that I worked for a variety of financial services companies including Deloitte, Fifth Third Bank, PNC Bank and Morgan Stanley.

  • I am an expert on Health Savings Accounts.

  • I keep a worm compost bin in my office.

  • My husband and I have fostered multiple cats through ALIVE Rescue in Chicago.

  • My favorite job ever was bartending at Scott's Harbor Grill in Traverse City, Michigan, my hometown.

  • I know more about household recycling than you probably want to know, but would love to share if you ask!