About me

I am a financial well-being coach with over 20 years of professional experience in personal finance. I work full-time for a U.S. government agency, providing financial coaching to agency employees, and I coach a limited number of clients in my part-time private practice.

Professional Certifications

Education

What is a CFP®?

The Certified Financial Planner® credential is issued by the Certified Financial Planner Board of Standards, Inc., to those who have met their education, examination, experience, and ethics requirements. Core competencies include investment, insurance, tax, retirement, and estate planning. Ongoing adherence to standards of practice and continuing education is required to maintain the certification.

What is an AFC®?

The Accredited Financial Counselor® certification is issued by the Association for Financial Counseling and Planning Education to those who have met their education, examination, experience, and ethics requirements. Core competencies include communication and counseling techniques, money management, and credit and debt solutions. Ongoing adherence to professional standards and continuing education is required to maintain the certification.

What does a financial well-being coach do?

A financial coach works with clients to fully meet current and ongoing financial obligations, feel secure in their financial future, and be able to make choices that allow enjoyment of life. It is an interdisciplinary field, drawing on both coaching and personal finance expertise. A financial coach will meet clients wherever they are in their lives, identify their financial goals, and collaboratively develop an action plan to achieve those goals. This also means identifying obstacles and helping stuck clients get unstuck.

Do you work with clients outside of your role with the government?

Yes, but my private practice availability is limited to existing coaching clients who do not otherwise have access to financial coaching from me through their employing federal agency.

What is financial therapy?

The Financial Therapy Association defines financial therapy as "a process informed by both therapeutic and financial competencies that helps people think, feel, communicate, and behave differently with money to improve overall well-being through evidence-based practices and interventions." The coaching I provide can be described as financial-therapy-informed coaching.

What do you do when you are not working?

I’m a father and a husband who likes rowing, sailing, hiking, fishing, camping, and playing tabletop games.