Work with Me
Money is hard and still a taboo topic, but it doesn’t have to be. My F.I.R.E. (Financial Independence, Retire Early) story is unique because at first I didn’t feel that I fit in. As I talked more and more about money, I realized how simply sharing my story inspired others to start their journey to financial wellness. I am transparent with my finances (unheard of with most financial professionals) and empathetic to the emotional sensitivity that comes with talking about money.
Beyond just a great backstory, I have earned valuable education and credentials so you can be confident in the quality of information and guidance I provide.
I am curious and a life-long learner. I love sharing my knowledge to elevate others and enjoy working with groups of people at the beginning of their wealth building journey where I believe it can have the greatest impact.
Services
Financial Education
I’m a teacher at heart and love educating others on personal finance topics such as Financial Independence, Early Retirement, Investing, Wealth Building, Student Loans, Credit, HSAs/FSAs and more. I’ve been told that one of my gifts is making the complex simple.
Training & Workshops
I’m on a mission the banish the taboo of talking about money. Smaller groups like these give people the opportunity to ask questions and interact more with me and fellow attendees. I make talking about money fun and empowering!
Speaking
I’m a keynote and mainstage speaker that transparently shares an inspirational message around personal finance, wealth building and the value of financial literacy. My story of starting in poverty is relatable and inspires many.
Consulting
My expertise, education, background, credentials in the personal finance space makes me uniquely qualified to help your group or organization. I can partner with you to provide guidance on your financial education goals.
Education and Credentials
I am a life-long learner and continually build my body of knowledge. I think it’s important for those I work with to know my credentials, training and education, without having to guess, so here are the big ones…
CFP®
CERTIFIED FINANCIAL PLANNER™
This is the gold standard in the field of financial planning services and requires a rigorous, multi-year process that includes a minimum education of a BA degree, a 6-hour comprehensive exam, 6,000 experience hours, and agreeing to the CFP Board’s high ethical standards. As a CFP® professional, I am held to the critical standard of acting as a fiduciary (in your best interest) at all times. Issued by the CFP Board of Standards.
MSPFP
Masters Degree in Personal Financial Planning & Financial Therapy
This is a masters degree from Kansas State University with a concentration on the emerging field Financial Therapy (the interplay between psychology, relationships and money). This program was the first of its kind and satisfied my curiosity around the emotional and behavioral side of money. Issued by Kansas State University.
AFC®
Accredited Financial Counselor®
This is the highest level of excellence in the field of financial counseling, coaching and education. This strengthened my skills in finding ways to impact large groups of people improve their finances. This certification also requires me to act as a fiduciary (in your best interest). Issued by AFCPE.
CHSA®
Certified Health Savings Advisor
This is a nationally-recognized training and designation program that helps financial professionals master the HSA (Health Savings Accounts). Issued by HSA Consulting Services.
Let’s Talk!
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