Certified Financial Education Instructor
CurrentLet’s all live more satisfying lives, and take steps to reach our financial goals. But it’s not just financial knowledge that’s needed to achieve this goal; it’s also changes in behavior, development of systems, and priority for action related to finances.As an independent firm affecting significant change in the financial services industry, I aim to help you work toward greater financial wellness. Each person and organization is different. See how we can customize a program based on yours.