I am a CERTIFIED FINANCIAL PLANNER™ professional, tax expert, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, I bridge the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, purpose, and impact.

My expertise spans wealth management, behavioral finance, and advisor training, equipping financial professionals with the relational skills needed to build trust and deepen client relationships. I also work directly with ultra-high-net-worth individuals, guiding them through the emotional and identity challenges that often accompany significant wealth.

As a sought-after speaker, consultant, and industry thought leader, I’ve worked with top financial firms and private clients, reshaping the way people think about money beyond numbers. My work challenges the traditional wealth narrative, offering a more human, values-driven approach to financial decision-making. Whether through keynote talks, advisor coaching, or client consulting, I empower people to align wealth with impact, ensuring their financial success creates lasting fulfillment and meaningful change.