With my background in Marriage and Family Therapy, 10 years clinical experience as a couples counselor, certification as a Financial Therapist, and expertise as a professor and researcher, I work at the intersection of feelings and money. I am passionate about helping financial professionals build strong relationships with their clients while also tending to the emotional, relational, and behavioral factors that can impact a client’s ability to implement a financial plan. Moreover, I support wealth management professionals and their clients in the wealth transfer process with services related to family governance and family dynamics consultation.

Check out the specifics of the services I offer here!