I'm an experienced personal finance counselor, coach, & tutor.For over 20 years I've worked professionally with clients & colleagues remotely, including in an employee assistance setting, in my private practice & in collaborative projects with various communities of practice.I help people in their efforts to become more capable & confident handling their personal finances.I also help other professionals in their efforts to build their digital offices & to become more capable & confident working in a digital office setting. My approach is client focused, collaborative & conversational.

● Past President & Chairperson of the Nominating Committee, 2019 ● President & Chair of the Board of Directors, 2018 ● Board Liaison, Symposium Task Force, 2017 ● Strategic Planning Task Force, 2016 ● Nominations Task Force, 2015 ● Career Task Force, 2014-2015 ● Communications Task Force, 2014 ● Financial Task Force, 2013 ● Strategic Planning Task Force, 2013 ● Newsletter Task Force, 2012-2013; Board Liaison, 2014-2018 ● Electronic Communications Task Force, 2008 ● Member Services Task Force, 2006-2007

Chairperson of the Nominating Committee. Performer of such duties from time to time as may be assigned by the President or the Board of Directors. Drinker of coffee and eater of snacks.

Providing fiduciary oversight of the organization and its Executive Director. Developing the strategic direction of the organization. Providing perspective as a practitioner in the field.

Serving as the principal executive officer of the Association and in general supervising the business and affairs of the Association along with the Executive Director.

● Military Families Community of Practice, 2011-Present ● Network Literacy Community of Practice, 2011-Present ● Network Literacy Steering Committee, 2013-2015 ● Educational Technology Learning Network, 2015-Present ● Financial Security for All Community of Practice, 2013-Present ● Entrepreneurs & Their Communities Community of Practice, 2014-Present

Providing professional experience and expertise as a financial counseling practitioner and online trainer. Supporting the MFLN Personal Finance team’s continuing efforts to develop content that is relevant to the practitioner audience and to improve the effectiveness of the learning experiences that are offered.

Ceridian Health & Productivity Services ● LifeWorks, Life Planning, & Military OneSource ServicesSenior Financial CounselorProvided financial counseling & coaching to a diverse client population across a range of personal finance issues, including psychological & interpersonal dynamics in personal finances, money & debt management, savings & basics of investing, banking, building & repairing credit, fair credit reporting, fair debt collections, consumer disputes, home buying & foreclosure.Financial Counselor Trainer & MentorTrained & mentored new hire & junior financial counselors. Focus of training efforts was on understanding financial content, financial counseling within a telephonic & Internet-based EAP setting, & resources used within the setting. Mentoring efforts were focused on developing financial counselors' abilities to integrate & apply what they had learned in a manner allowing them to be effective working with clients.Webinar Trainer Live webinars covered a range of personal finance topics including money & debt management, investing basics, ID theft, couples & money, and managing personal finances in a troubled economy. Operations Orientation & Technologies Trainer Provided service content & business technology instruction for new hire EAP & financial counselors, managers, & directors as part of their orientation & on-boarding. Client Business Meeting RepresentativeRepresented financial services group in meetings with representatives of current & prospective client organizations.

Ceridian Performance PartnersProvided mental health assessment, brief counseling, consultation and referral across a range of mental health issues, including depression, anxiety, stress management, interpersonal and family relationships, conflict resolution, personal and career development, workplace issues, general health and well being, etc.