Creative Financial Writing

About Me

While my siblings displayed artistic talent from early ages, my thoughts turned to making sense of money: how to build a solid financial foundation, sustain, and grow it.

My goal is to share customized, actionable guidance that inspires and empowers professional Gen X women to own their financial futures. 

EDUCATION

• Georgetown University, MBA
• U.C. Berkeley, Bachelor of Arts
  
• Chartered Financial Analyst Charterholder
  
• CERTIFIED FINANCIAL PLANNER™
  

EXPERIENCE HIGHLIGHTS

• LendingClub, Investment Writer
  
• Litman Gregory Asset Management, Investment Writer
  
• Early Growth Financial Services, Content Writer
• Deutsche Bank, Portfolio Manager

Fee-only Financial Planning

Hey Gen X women! Are you looking for help developing or fine-tuning your financial roadmap, hitting a milestone, or just want to learn how to take practical steps to make your money work harder for you? I look forward to helping you get there. My services include:

• Budgeting
• Cash flow planning
• Education funding
• Retirement funding
• Tax planning

Financial Writing

Do you need help telling your story? I bring in-depth knowledge of financial markets and a global perspective to bear in crafting strategic content for select wealth management, fintech, and technology clients.

When I’m not providing financial advice or creating content, I keep busy traveling, doing art walks, tasting and writing about wine and food (follow me on Instagram @debtalkswine), and chasing after my four year old cat, Frida Calla.