Speaking & Workshops
I bring clarity, soul, and strategy to every stage I stand on. Whether you’re hosting a national conference, an advisor retreat, or a corporate roundtable, I deliver emotionally intelligent, actionable insight with warmth, precision, and purpose.
Signature Topics
- Threshold Moments: Navigating Grief, Divorce, and Legacy with Financial Clarity
- Advisors & AI: Embracing Strategic Tech Without Losing Your Humanity
- Women + Wealth Identity: Behavioral Finance, Money Myths, and Emotional Truths
- The Compass Journey: Sustainable Growth for Values-Based Professionals
- Trauma-Informed Financial Communication: Tools for Compassionate Engagement
Formats & Event Fit
- Keynotes (20–60 min)
- Panelist or Expert Roundtable Contributor
- Breakout Workshops (Interactive + Reflective)
- Firm Retreats or Client Experience Events
Experience & Affiliations
- LPL Ambassador Council Member
- AI Council Contributor
- Research Council | FSI Member
- Speaker: LPL Focus, Women’s Achieve, Study Groups
Invite Me to Speak
I’m honored to join meaningful stages and conversations. Let’s explore how I can contribute to your next event.