I’m a financial professional with an education background… making me a great person to talk to if you want to learn about money! I also have a background in supporting college students, so I’m excited to support you in achieving your financial goals!
I’m an Associate Advisor at Clarity Wealth Development, a Financial Planner at Nectarine Financial, and Founder & Educator here at Intentional Money Life (founded in 2021).
I love learning difficult concepts and then breaking them down so others can understand them in a fraction of the time that it took me. My next favorite thing is translating that knowledge to show how it applies to someone’s situation and how they can use it to reach their goals. I really love working with people and seeing their light bulb moments, as well as how they’ll use the information to create a money strategy and a life they’re genuinely excited about.
And I love making solid financial information accessible to everyone, which I do through my courses, and through my financial planning sessions. There are no requirements for how much money you need to have to talk to me!
Originally from Ohio, I now live in Oregon with my partner, our two small children, and our dog.
Sleeping in (which only happens once a week, did I mention those two small children?), baking, traveling, hiking, being in water, amateur photography, and snowboarding are some of my hobbies.
I also love learning about all the things and listening to audiobooks and podcasts (I can get so much done while listening too!).
Social justice and evidence-based everything are also big parts of my life.
And I really like data. I also really like dessert.
My day job with TRIO SSS (for 8 years) was to work individually with college students to support them as they pursue their bachelor’s degrees.
TRIO SSS is a federally grant-funded program specifically for first-generation students, Pell-eligible students, and students with disabilities.
I helped my students transition into the university, trouble-shoot academic issues, strategize around their major and extra-curricular experiences, navigate financial aid, build financial literacy, and plan for their future.
I believe these 3 key pieces are all necessary, and since no one else is incorporating all of them, I decided that I needed to. My experience and feedback from teaching a college financial course got me excited about making this information accessible to more people.
My partner and I have taken multiple cross-country road trips, including some over 6,000 miles. They were all in my 1998 Nissan Sentra (that my partner still drives to work regularly). We even got good at sleeping in that fairly small car.
There’s a lot of financial information out there, but often it’s prescriptive, telling you how to live your life while knowing nothing about you, your values, your goals, and your dreams. I want to help you understand those things about yourself, and then put your money to work in order to provide yourself with a fulfilling life, whatever that looks like for you.
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