A Little Bit About My Values.

Empowered Simplicity

Financial systems should be simple, sustainable, and powerful—so you can confidently lead your money without overwhelm.

Aligned Leadership

I guide women to step fully into their CEO role by building money systems that reflect their values, support their growth, and honor their vision.

Wealth as Self-Trust

True wealth starts with trusting yourself—your decisions, your desires, and your ability to create lasting abundance from the inside out..

My Approach

I believe that managing your finances—both business and personal—isn’t something you’re just supposed to “know.”
We weren’t taught this in school. And most women entrepreneurs are left to figure it out on their own while growing a business, supporting a family, and trying to build wealth with zero guidance.

That’s where I come in.

You’re a genius in your craft.
Let me support you with mine.

I created the Wealth VISION Method to give women a practical, soul-aligned roadmap for financial leadership. We look at the full picture—your mindset, your money systems, your profit, and your long-term wealth-building strategy. From the emotional roots of your money habits to the exact structure of your accounts, we build it together.

I integrate Sacred Money Archetypes® to help uncover how you’re uniquely wired to handle money—and where your biggest blocks or blind spots might be. This isn’t about judgment. It’s about awareness, healing, and creating a new story.

I don’t believe there are stupid questions when it comes to money.
In fact, the simplest questions are often the most revealing—and the most powerful.

And just like when I used to teach horseback riding and watched my students face their fears and discover new strength… I get to do that now, with money.

You don’t have to be perfect. You just have to be willing to learn.

Everyone can get in the saddle.
Everyone can lead their business and wealth with confidence.

I’ll meet you right where you are—and we’ll ride forward, together.

This is My Story.

Over the course of my 20-year career in corporate finance and investment management, managing billions for pension funds, high-net-worth individuals, and family offices, I saw firsthand the societal conditioning that tells women that money—and its management—isn’t for us.

But I knew better.

I’ve been where you are, and I know that achieving financial confidence requires addressing not only the mechanics of money but also the emotional and psychological factors that influence how we engage with it.
There’s an illusion of inaccessibility that keeps women from financial empowerment, but I’ve learned that our relationship with ourselves—our body, our family history, and society at large—profoundly shapes how we approach wealth.

With women poised to control the majority of U.S. consumer dollars in the coming years, I’m committed to making an impact. I want to be the advocate I wish I’d had years ago—a guide to help other women navigate the path to financial freedom and confidence.

From a young age, I’ve always been fascinated by money—not just as a currency, but as a tool to unlock dreams and create new possibilities in life. I’ve made numerous dreams come true for myself and my family, and have so much more to look forward to.

I hope you will join me in voicing your dreams and taking action towards making them come true. It will be one of the most exhilarating journeys of your life!

I look forward to meeting you and building a community centered on women, wisdom, and wealth.

My certifications...for your peace of mind

Bachelor's in Accounting & Finance

Master of Science in Investment Management

Graduate Certificate Corporate Sustainability & Innovation from Harvard

Investment Decisions and Behavioral Finance Certificate from Harvard

Advanced Responsible Investment Analysis Certificate from PRI Academy

FSA Credential from IFRS

Former holder of the Series 7, 66, 86, 87 (no longer active)

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