A Little Bit About My Values.
Trust
Everything we build together starts with trust, which means you'll always get sincerity and honesty from me, and we'll bring the same respect to each other that great partnerships are built on.
Efficiency
I look for the path of least resistance to get you where you want to go, because the hard way isn't always the best way, and my job is to make your finances feel easier to run.
Freedom
Freedom of time and freedom with money become possible when we trust ourselves and each other and get efficient where it counts, so you can spend your energy where it matters most, in your business and in your life.
My Approach
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Running the finances of a growing business while building your personal wealth isn't something you were ever supposed to just "know," and most women entrepreneurs end up piecing it together alone while they grow a company, support a family, and try to plan for the future.
That's the gap I fill as your fractional CFO. You get the senior financial leadership a larger company would have on staff, with the strategy, the numbers, and a clear plan behind every decision, without the cost of a full-time executive.
You're a genius in your craft. Let me support you with mine.
I built The Prosperity PortalĀ® on more than 20 years in institutional finance to give you a practical roadmap for leading your money like the CEO you are. We look closely at your cash flow, your profit, your pricing, and how your accounts are structured, and then we connect your business numbers to your personal wealth strategy, because that link is where most financial plans fall short and where real freedom gets built.
Numbers only tell part of the story, so I also weave in Sacred Money ArchetypesĀ® to show how you're naturally wired around money, which helps us spot the habits and blind spots quietly shaping your decisions and build systems you'll actually stick with.
There are no silly questions here, and the simplest ones often lead to the biggest insights.
I used to teach horseback riding, and I loved watching my students find their confidence once they learned to trust themselves in the saddle. I get to watch that same shift happen with money now. You don't need to have it all figured out to begin, you just need to be willing to take the reins, and I'll meet you right where you are so we can ride forward together.
ThisĀ isĀ My Story.
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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, isnāt for us.
But I knew better.
Iāve 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.
Thereās an illusion of inaccessibility that keeps women from financial empowerment, but Iāve 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, Iām committed to making an impact. I want to be the advocate I wish Iād had years ago, a guide to help other women navigate the path to financial freedom and confidence.
From a young age, Iāve always been fascinated by money, not just as a currency, but as a tool toĀ liberate dreams to reality and create new possibilities in life. Iāve 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
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Bachelor's in Accounting & Finance
Master of Science in Investment ManagementĀ
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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