Welcome, Nice to Meet You!
As an ardent financial literacy advocate for women, I adore teaching, writing, and speaking about the essentials of personal finance. Having worked for 25+ years in the predominantly (white) male financial services industry, I’ve come to see firsthand how important it is to empower women to achieve financial wellbeing. Why women? The short answer is that money gives women voices and choices. The long answer is more interesting, and you can find that story and more in the video below.
My education, professional credentials, and work experience…
- I earned my undergraduate degree from Wellesley College, spent a year as a Visiting Student at Oxford University, and received my MBA from Harvard Business School.
- I’m a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™.
- I’ve spent 25+ years working in a wide range of roles in the financial services industry – from investing for institutions to advising individuals. For additional details, visit my LinkedIn profile.
Contact me today if you are an organization seeking: a keynote speaker, financial expert for corporate engagements, a teacher for your destination learning retreat center or if you are a journalist in need of a media resource.
If you are an individual, you can sign up for my monthly newsletter, read my books, take one of my online courses or in-person workshops, and visit my resource page for a carefully curated list of articles, podcasts, apps, and other tools to address some of the most common personal finance questions.