Our Coaching Team

FOCUS: Early career, engaged/newly married. — — — ABOUT ME: I've been passionate about personal financial management since my teenage years. After retiring early from my corporate finance career, I was able to pursue this interest by volunteering with local and national nonprofits. Through this work, I discovered that early-career individuals were often overlooked or ineligible for financial coaching services. This gap inspired me to create this nonprofit specifically designed to serve the unique financial needs of people at the beginning of their careers. — — — STATE: Virginia

FOCUS: Smart, Simple, Stress-Free Finances — — — ABOUT ME: I help people take control of their money without giving up the things they love. I provide honest, mindful guidance on debt, cash flow, and long-term financial goals so financial freedom feels simple and possible. — — — STATE: Florida

FOCUS: Teens through mid-career adults — — — ABOUT ME: My favorite part about financial coaching is helping people discover their personal goals and build a reliable path to achieve them. I help people align their goals and values, build a strong foundation, and improve their financial well-being. I have more than 27 years of coaching and mentoring experience, and I am passionate about helping people wherever I can. — — — STATE: Missouri

FOCUS: Early Career, Single/Married, Collegiate/(Post) — — — ABOUT ME: Growing up in a small, West Texas, town taught me that money doesn't grow on trees. This lead me to pursue a career in personal financial planning. After getting a B.S. in Personal Financial Planning from Texas Tech University. Since I began my career in wealth management, I have always wanted to grow my knowledge to provide the best advice I can and help those around me. This lead me to pursue my CERTIFIED FINANCIAL PLANNER® certification. — — — STATE: Texas

FOCUS: The next generation of stewards — — — ABOUT ME: I’m a first-generation American, raised by a single mother alongside two siblings. Learning early about choices and outcomes shaped how I think about money today. I see money as both a tool and a discipline, meant to help us create, not consume. As a CFP, it’s a privilege to share both my education and professional experience with those who are seeking ownership. — — — STATE: Virginia

FOCUS: All ages and stages of life; motivated to learn — — — ABOUT ME: I look forward to supporting individuals who are seeking financial guidance as I work towards my AFC credential. Growing up in a large family that experienced financial challenges, I came to appreciate the peace of mind that financial confidence and literacy can bring. That experience inspired my passion for helping others develop their plans and gain freedom to pursue their goals. I love running on Idaho trails and volunteering with my golden retriever, Robie, a trained therapy dog. — — — STATE: Idaho