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. 


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


  • 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.

If you fail to plan, you are planning to fail. -Benjamin Franklin