Wealth, Impact,
and People
Keynotes, panels, and advisor training that
shifts how we think, feel, and talk about wealth.
high-Impact Talks
I bring real conversations about money to the stage—conversations that challenge assumptions, inspire action, and change how we relate to wealth.
With a background in financial planning, behavioral finance, and mental health, I offer a rare perspective that resonates with both advisors and investors alike. My talks are rooted in lived experience, grounded in research, and delivered with warmth, clarity, and candor.
I speak at industry conferences, firm retreats, and private events. I also offer advisor training intensives, facilitate group workshops, and participate in media interviews and podcast conversations.
Whether your audience is full of CFP® professionals, business leaders, or individuals navigating the emotional complexity of wealth, I tailor each experience to spark insight—and create impact.
Speaker. Advisor Trainer. Wealth Alignment Guide.
For two decades, I worked as a financial advisor—training teams, advising multi-billion-dollar accounts, and leading innovation initiatives at one of the world’s largest investment firms. I later became a licensed therapist to better understand the emotional and behavioral drivers behind financial decisions.
Today, I use my background in finance and psychology to guide conversations that go far deeper than spreadsheets—conversations that help people navigate complex relationships, break harmful money patterns, and align their wealth with purpose and legacy.
Signature Talks & Training Sessions
From conference stages to private seminars, my talks balance research, storytelling, and deeply human insight.
Keynote Topics:
- The Wealth Paradox: Why Financial Success Doesn’t Always Equal Fulfillment—and What to Do About It
- Money & Marriage: Helping Couples Strengthen Connection in the Face of Financial Stress
- Alpha Advising: How Advisors Can Drive Real Transformation with Clients (and Stand Out Doing It)
- From Transaction to Transformation: The Future of Behavioral Finance in Practice
- When Wealth Feels Heavy: Helping Clients Navigate Grief, Guilt, and Generational Pressure
Advisor Training Seminars:
- The Inner Edge: Using IFS to Create Real Value for Prospects and Clients
- Harnessing Your Humanity: Deepen Client Trust & Guide Better Financial Decisions
- Elevate Discovery: Ask Powerful Questions That Unlock Real Insight
- Listen for the Root: Get to the Heart of What’s Really Driving Client Behavior
- Clear the Path: Identify and Remove Psychological Obstacles to Financial Action
- Position with Purpose: Define Your Value in a Way Clients Instantly Understand
Podcast Guest
Book Joy for Your Podcast
Looking for a fresh take on money, psychology, relationships, or legacy? Whether your audience is made up of advisors, entrepreneurs, investors, or individuals on a personal growth journey, I love discussing the ‘why’ and the ‘who’ behind what money means.
Suggested Topics:
- The Emotional Weight of Wealth
- Breaking Harmful Money Patterns
- Redefining Success for Advisors and Clients
- Financial Psychology Meets Real Life
advisor retreat, or curating a podcast lineup, I’d love to hear more.
