I help organizations and individuals curate financial wellness and free up time and resources so they can focus on what matters most matters.
After my father died unexpectedly in January 2014, I found myself wanting to do more meaningful work and started teaching as an adjunct lecturer and working as an independent consultant. I found I didn't have the systems, structure, and support to build the advisory practice of my dreams and had a bad experience working at an outsourced accounting consulting firm. This all lead me to dig deeper and redefining my end goals, making me curate a new life. I use all of my expertise and experiences to provide guidance and add value to those I serve and advise in different capacities.