Early on in my corporate career, I realized that the only way I would ever live the life I wanted—traveling the world, pursuing meaningful goals, living on my own terms, and not worrying if I'm one emergency away from financial ruin—would be to learn how to manage my money intentionally. I started devouring numerous personal finance books and blogs, and eventually, this passion for knowledge led me to a career in financial education.
Fast forward to now: I can say with complete certainty that educating yourself about your finances is one of the best investments you can make. Once you understand the key concepts and implement what you learn, you'll reap the rewards—not only financially, but also in the clarity, confidence, and freedom you will have in your life.
Credentials
Certified Financial Planner
Accredited Financial Counselor
Investment Advisor Representative
Education
BA in Harp Performance, Curtis Institute of Music
MBA, Real Estate and Marketing, Baruch College, City University of NY
Experience
2026-Present: Financial Planner, Aptus
2023-2026: Senior Coach/Financial Services Manager at Compass Working Capital
2020-2023: Financial coaching/counseling at Clarifi
2015-2019: Senior Associate, Development & Acquisitions, SSH Real Estate
2011-2015: Administrator, Sotheby’s International Art Auction House
Expertise
Cash flow systems and contingency planning
Establishing positive financial habits
Tax-efficient investing
Financial education
Financial independence, retire early (FIRE) principals
Debt management and credit improvement strategies