I help motivated professionals connect with what they value, and work with them to create a plan so they can live the life they love. I love teaching others how to use money as a tool to support them along the way.
I’m a Certified Financial Planner™ (CFP®) on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, I work to help you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.
After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, I founded Beyond Your Hammock to help people like me navigate the personal finance landscape
I’m proud to be a personal finance expert who provides financial education through both my business and my writing on sites like Money and Forbes, and by contributing within the financial planning community — I’m on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speak at industry events and conferences.
I earned my undergraduate degree in finance and entrepreneurship from Babson College and I strongly believe in educating younger generations about money and business. In my free time, I teach entrepreneurship and financial literacy workshops to middle, high school, and college students.
That’s an accurate picture of who I am today and what I love doing for others. But it doesn’t really explain why.
I grew up torn between following what society says I should do and doing what I know to do. Ask anyone in my family and they will tell you I was a thinker and a dreamer, and I certainly marched to the beat of my own drum. I remember thinking, “If everyone else is doing it, then I don’t want to do it.”
Some might call that being stubborn. But I just call it… well, I guess I call it being stubborn, too.
I graduated from Babson College, a school known for its innovative entrepreneurial programs, and spent the next 6 years working for large corporate banks. I also spent a lot of time wondering why I was there. I realized I was a creative person, but unable to do creative work. I wanted to help people like me, but didn’t get to do that in a corporate environment. I wasn’t happy with the path I was on.
So I took a leap to change it.
I left my wonderful salary in 2007 — one that had doubled in the last 2 years — to become a financial planner (with no salary at all). Then 2008 happened. For the next few years I thought that I had made the worst decision of my life. I had to move back home with my parents and give up a lot of what I enjoyed doing because I could no longer afford it. I found myself in the middle of a quarter-life crisis.
Not only was I scrambling to build a new career, but also to find out who I was and why I was here. At times I felt like I was in the ocean being hit by waves and pulled out to sea by the undertow. I had no solid ground on which to stand. I felt like I had no control.
I learned a lot about who I am and also who I never want to be during those years. I now know that I’m passionate about inspiring people and making a real and lasting difference in the lives of everyone around me.
If you're ready to take action and change your financial life, let's talk about how we can work together to empower you to use money as a tool to build something great.