I believe financial success isn’t just about numbers—it’s about clarity, confidence, and understanding your relationship with money. My mission is to help high-net-worth women and rising-generation wealth holders become empowered, intentional stewards of their financial lives.

I hold an MBA from Wake Forest University and a Certificate in Private Wealth Management from the University of Chicago Booth School of Business. I’m also a Certified Financial Education Instructor, currently pursuing the Certified Financial Planner™ (CFP®) designation to better serve clients navigating complex financial decisions.

My career has spanned financial services, education, and strategic consulting—all of which inform the work I do today. Highlights include:

• High-Net-Worth Financial Education:

Partnered with Bounce 10 to design and lead financial education programs for high-net-worth families—working directly with both parents and the rising generation to foster financial literacy, confidence, and stewardship.

• Financial Technology:

Worked with an asset management firm and an international bank to implement fintech solutions and support clients in navigating complex financial tools and platforms.

• Education Technology & Advising:

Served as Director of Educational Technology at Asheville School, one of the nation’s top college preparatory institutions, where I also advised high-achieving students on leadership, growth, and purpose.

• Global Consulting:

Operated as a Senior Consultant at a global firm, managing financial enterprise-wide initiatives with a focus on transformation, clarity, and results.

Through each chapter, I discovered that financial education for high-net-worth families—particularly women and the next generation—is where I can make the greatest impact. That’s why I founded my practice: to deliver private coaching and education that bridges financial complexity with personal clarity and long-term confidence.