Founder & CEO

• Feb 2023 - Present

Financial Wellness Strategies creates roadmaps to financial goals in a kind and supportive environment. We support employers with programs for their valued team members to improve mental health by relieving financial anxiety. We create partnerships with financial advisors, wealth managers and high net worth family offices to facilitate and secure multi-generational relationships and asset retention. Let’s stop confusing net worth with self worth. Financial Wellness Strategies creates roadmaps to financial goals in a kind and supportive environment. We support employers with programs for their valued team members to improve mental health by relieving financial anxiety. We create partnerships with financial advisors, wealth managers and high net worth family offices to facilitate and secure multi-generational relationships and asset retention. Let’s stop confusing net worth with self worth.

Author

• Mar 2022 - Present

Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart

Founder

• Apr 2021 - Present

Founder

• Feb 2017 - Present

Holding company for media ventures including podcast, books, speaking engagements, brand spokesperson engagements, and various other media projects. Holding company for media ventures including podcast, books, speaking engagements, brand spokesperson engagements, and various other media projects.

Host

• Jan 2018 - Present

The Financial Grownup podcast shares inspiring money-related stories from accomplished CEO's, authors and role models across industries- including Kevin O'Leary, Ryan Serhant, David Bach, Jean Chatzky, Nicole Lapin, Laura Vanderkam, Fran Hauser, Barbara Corcoran, Carrie Schwab-Pomerantz, Farnoosh Torabi and Peter Diamondis. Over half a million downloads. The Financial Grownup podcast shares inspiring money-related stories from accomplished CEO's, authors and role models across industries- including Kevin O'Leary, Ryan Serhant, David Bach, Jean Chatzky, Nicole Lapin, Laura Vanderkam, Fran Hauser, Barbara Corcoran, Carrie Schwab-Pomerantz, Farnoosh Torabi and Peter Diamondis. Over half a million downloads.

Author

• Jan 2016 - Present

Author, How to be a Financial Grownup. Proven Advice from High Achievers on How to Live Your Dreams on pre-sale now! http://amzn.to/1YcWyyZ Author, How to be a Financial Grownup. Proven Advice from High Achievers on How to Live Your Dreams on pre-sale now! http://amzn.to/1YcWyyZ

Personal Finance Expert

• Feb 2020 - Jan 2023

Brand spokesperson for debt management app. appearing on local and national television/digital/print. Worked closely with internal communications team on media pitches, surveys, and blog posts. Delivered over 250 mainstream media hits over 3 years including over 100 hits in the third year. Brand spokesperson for debt management app. appearing on local and national television/digital/print. Worked closely with internal communications team on media pitches, surveys, and blog posts. Delivered over 250 mainstream media hits over 3 years including over 100 hits in the third year.

Host, Solve It - JP Morgan Asset Management

• May 2019 - Apr 2021

Co Host Money with Friends podcast

• Jun 2019 - Dec 2020

Co-host of the Money with Friends Podcast with Joe Saul-Sehy of the Stacking Benjamins podcast. We shared insights on news stories along with a rotating guest co-host cast of money experts and thought leaders. Current cast includes David Bach, Farnoosh Torabi, Amy E Goodman, Elizabeth Segran, Grant Sabatier, Jason Harris of Mekanism, Bola Sokunbi and Adam Carroll. Co-host of the Money with Friends Podcast with Joe Saul-Sehy of the Stacking Benjamins podcast. We shared insights on news stories along with a rotating guest co-host cast of money experts and thought leaders. Current cast includes David Bach, Farnoosh Torabi, Amy E Goodman, Elizabeth Segran, Grant Sabatier, Jason Harris of Mekanism, Bola Sokunbi and Adam Carroll.

Reuters Money Columnist

• Jun 2015 - Feb 2017

Write regular internationally syndicated column on personal finance issues, focused primarily on millennials. Anchor and report for Reuters various multi-media content products. Team leader of U.S. Business Video team, providing syndicated global video content.

Team Leader, Business Video

• Jan 2015 - Feb 2017

Daily editorial and logistical planning of Reuters globally syndicated digital video business news product.Manage staff and freelance anchors, reporters and producers.

Chief Television Correspondent & Anchor, Business Video;

• 2001 - Feb 2017

Anchor on camera reports for Reuters Digital Media, including our syndicated international broadcast service, internet service, Reuters.com and Reuters Insider. Presenter for global clients including CCTV and BruneiInterview CEO's and top news makers.Produce, write and edit packages on breaking news and featuresAnchored Reuters Summits- CEO interview seriesReported live from the NYSE floor and Nasdaq MarketSite

Producer/On-air Reporter

• Nov 1997 - Jan 2001

Reporter for top rated national business program. Reporter for top rated national business program.

Market Reporter

• 1995 - 1997

-Market Reporter & Producer -Line producer for news and personal finance programs -Market Reporter & Producer -Line producer for news and personal finance programs

Guest Booker/Associate Producer

• Aug 1992 - Aug 1995

-Field Producer, Line Producer, Guest Booker, News Associate -Field Producer, Line Producer, Guest Booker, News Associate