Helping You Discover Your True Worth
I've been a lifelong student of wealth. Growing up in a middle-class home where finances were discussed openly, I became fascinated by how people relate to money.
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My father sparked my interest in investing, leading me to a career in financial services—where my true passion was always understanding the human side of wealth.​​
​​As a financial services marketing and communications professional for more than 25 years, I worked with boutique money managers and global financial giants like Fidelity Investments and HSBC, eventually becoming Chief Marketing Officer for a large independent private wealth firm for high-net-worth individuals. ​​
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I saw firsthand that financial security isn’t about net worth—it’s about our relationship with money.
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In 2013, seeking deeper understanding, I trained with one of the pioneers in the field of behavioural money coaching, Deborah Price, founder of the California-based Money Coaching Institute. Through the process of certification, I uncovered my own money patterns, blind spots, and limiting beliefs. And I gained the tools I needed to cultivate a healthier, more peaceful way of being with money.​
In 2016, I married a financially successful real estate executive and found myself in transition again, grappling with the impact of “the wealth gap” between us: what I wanted to embrace, what I hoped to preserve, and what I feared losing along the way. I understand the blessings and struggles that come with financial means—because I’ve navigated them myself.
My coaching practice and my speaking engagements are devoted to inspiring affluent individuals to cultivate a healthy, conscious and fulfilling relationship with money.
I created the podcast Serious Coin: Rich Conversations About Wealth because I believe we learn so much from each other's stories. Each episode features candid conversations with wealth holders -- and advisors to them – about what it’s really like to have money and how to spend it, invest it, pass it on and give it away with intention.
