Bringing Mindfulness to Finances
About Me
I want to bring mindfulness to your financial goals. Being fully present with your finances brings a stillness and focus that allows you to connect more fully with your core values.
I want to help you write a success story about realizing your financial ambitions. My mission is to empower my clients to start where they are, knowing that it is never too late (or too soon) to create a roadmap to the financial future you desire.
I earned an M.A. in Leadership, which has helped me explore my key values, and do work that is informed by my core beliefs.
As an adult, I embarked on a journey that led me from commuting by bicycle, to actually racing in time trials, criteriums, road races, stage races, and even a 206-mile endurance race from Logan, Utah to Jackson, Wyoming. When I started, I raced so that I would not lose. I was pretty good at not coming in dead last, until I put in the effort -mostly by picturing myself with a winning result - to become a bike racing champion. This experience has informed much of my work, including my work to help people realize their financial potential by having a picture of what they want, starting in the here and now.
My ongoing engagement with mindfulness practices also lends heavily to my ability to coach you to financial success, regardless of where you are on your own journey. I want to bring mindfulness to your financial goals. Being fully present with your finances brings a stillness and focus that allows you to connect more fully with your core values. Whether you think you started too late, or think it is too early, the time truly is now to take the first step in your journey to success.
As a California Naturalist, I spend lots of time with marine mammals in Monterey Bay, contemplating the value of being anchored in the present moment. I am a lifelong resident of the San Francisco Bay Area, and I can be found riding a bike or floating in a kayak on most weekends!
Lending a Hand in My Community
As part of Northwestern Mutual, I'm proud to spend time volunteering in my community. I am a member of NOAA's Team OCEAN (Ocean Conservation and Education Action Network), where I spend time helping prevent wildlife disturbances and educating the public about, among other things, Southern sea otters!
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
