As a CPA, I spent many years working closely with clients, exploring their money habits, perspectives, and patterns. While understanding the mechanics of their financial situation was crucial, I soon realized that their mindset around money played an equally important role. That mindset is shaped by personal experiences, and each person’s story is unique.

There are key moments in life when it’s especially important to take a closer look at our finances—such as starting a first job, buying a first home, planning for retirement, or caring for aging family members. For couples, these moments span marriage, raising children, joint investments, and more.

Recognizing the significance of these turning points, I’ve devoted my career to helping clients uncover the underlying stories that shape their financial lives and use those insights to help create a plan for the future they envision.

I have been a Certified Public Accountant for almost two decades, working with clients from all walks of life and helping them navigate financial decision-making. I hold an MBA from Creighton University and recently obtained a Graduate Certificate in Financial Therapy from KSU. I am currently in the process of becoming a Certified Financial Therapist in early 2025.

As a Financial Therapist and Coach, I’m passionate about helping individuals, families, and future generations transform their financial futures into something they not only desire but truly deserve.