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Professional Services, Partnerships and Collaborations:

Professionally there is nothing I love more than bringing my 25+ years of experience in the financial services industry to support the work that organizations – just like yours – are doing to make personal finance more accessible to all. All of my work is customized to ensure the financial information conveyed through our collaboration is in sync with your target audience, brand and program goals.

Utilizing my down-to-earth approach, I provide the following services: 

Each speech uniquely crafted for your event. LEARN MORE

Typically, brand ambassador or spokesperson campaigns.

Teaching at unique destination learning venues such as holistic retreat centers. LEARN MORE