My Work

I have been fortunate to have the opportunity to work within a variety of industries in my career and alongside incredibly talented people who have both inspired my work and challenged me to reinvent myself every few years. My first book was born from the inability to travel during COVID and once I started putting down my experience to paper and sharing with industry colleagues, it was clear that I needed to address both sides of the equation--financial professionals and the individuals, families, and business owners that they serve.