Speaking & freelance writing
Unbiased, experienced and eager to share.
Before I went out on my own, I was a Senior Financial Planner with Financial Finesse, the original unbiased financial wellness provider, where I not only coached and presented to thousands of employees, but I also managed all financial planning content including the financial coach's blog as well as the content behind FF's ground-breaking AI-based Hub.
I loved my time there and still consider Financial Finesse to be THEE provider of truly unbiased financial wellness services for employers. My reasons for leaving were strictly personal so that I could explore a wider variety of activities and skills in my career and personal life.
I'm an experienced public speaker, eager to participate in your event or conference, whether it's to guide your employees on their financial wellness journey or to fill a gap in your conference agenda that needs a dynamic, experienced speaker on topics like financial wellness, employee benefits, HSAs, finding balance in life, or other relevant topics.
I also work on an hourly or per-project basis providing content and consulting insights where there is a good fit. I have a particular interest in Health Savings Accounts and helping employees and employers alike make the most of this super powerful tool.
Here are a few examples of my work:
Medicare's tricky rules on HSAs after age 65, Journal of Accountancy
Get in touch using the contact form below to discuss opportunities to collaborate. If you seek a call, please also provide 3 dates and times that work for you so we can schedule something simply.