I have always had a desire and passion to help others understand their money. While working towards my masters degree in personal financial planning from Texas Tech University, I remember asking my father how he learned about all of this “stuff” from investments to insurance. He told me that he learned through the school of “hard knocks”; I immediately knew that I wanted to learn these principles in order to teach others and help them avoid the “school of hard knocks”. Today, I have helped countless individuals and families become better acquainted with their relationship money and how to help make it work for their personal situation.
WHY HIRE ME AS A SPEAKER?
My Experiences Are Diverse
I have worked in a variety of settings from the Pentagon to my home; I have taught people locally and as far away as Asia. I have spoken to small and large audiences alike. I have helped people after the death of their loved one as well as through personal crises that individuals and families have faced. I am passionate about helping individuals and families create positive financial behaviors and achieve their financial goals.
My Credentials Speak For Themselves
I hold both the Certified Financial Planner® and Accredited Financial Counselor® designations. I have degrees from Brigham Young, Texas Tech, and Kansas State Universities. I have written numerous academic articles and other publications on topics from financial behavior to financial literacy. I have given numerous presentations to a wide variety of audiences in order to help simplify complex financial topics, encourage lasting behavior change, and improve relationships. I care deeply about people and am committed to helping others understand more about money, communication, and relationships.
Contact me today for more information on availability, scope, and pricing.
Past Speaking Engagements
American Psychological Association
Association of Financial Counseling and Planning
Association of Mormon Counselors and Psychotherapists
Boston chapter of the Financial Planning Association
Defense Credit Union Council
Military Families Learning Network Personal Finance
Minnesota chapter of the Financial Planning Association
National Food Animal Veterinary Institute
My Most Requested Speaking Programs
Beyond the Numbers: Finding the Motivation
Created for financial planning professions to enhance their client relationships and help motivate resistant clients.
Money & Emotion
Created to help understand the psychological side of money and how it affects each of us daily.
Financial Therapy Insights
Created for financial counselors and educators who want insights into the new field of financial therapy and behavior change.
Communicating About Your Money
Created for couples especially, this seminar helps couples learn to open up and talk more with each other about a potentially very sensitive topic.