Licensed Financial Coach and Senior Human Resources Professional with over 20 years of experience helping individuals, families, and businesses build a secure financial future. Specializes in financial coaching, retirement planning, and educating clients on tax-advantaged savings strategies. Also skilled in developing HR infrastructure, employee benefits programs, and financial literacy initiatives that empower both employers and employees. Passionate about guiding people toward financial freedom through personalized, goal-driven solutions.
I got started in financial coaching by accident 20 years ago. At the time, I was working in HR & noticed a pattern: many employees were stressed, not because of their jobs, but because of their finances. I’d see people cashing out retirement accounts early, skipping benefits they didn’t understand, or living paycheck to paycheck, even with good salaries. One day, an employee came to me in tears because she didn’t understand how her benefits worked & was drowning in debt. I sat down with her, helped her make a plan & saw a weight lift off her shoulders.
That moment lit a fire in me. HR gave me the tools to support people at work, but I wanted to help them in real life especially with money. Even in business school, no one taught us how to budget, save, or plan for retirement. So I took it upon myself to learn, got licensed, & started coaching people on how to build wealth & protect their future.
What began as one conversation turned into a true calling & I’ve been doing it ever since!