Experience

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  Northwestern mutual

  May 2008 - Jun 2009

  Financial representative intern

  - Researched, contacted, and successfully recruited potential clients, including high-end prospects.- Educated clients about financial security, retirement savings, and educational savings; formulated plans to achieve goals incorporating insurance, annuities, savings, and investments.

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  Office of the state attorney, 17th judicial circuit

  May 2011 - Jul 2011

  Legal intern, economic crime unit

  - Researched case of first impression and co-wrote successful opposition to a Motion to Dismiss.- Researched and wrote legal memorandum regarding contractors and criminal theft charges. - Analyzed financial records, deposition transcripts, and case law for trial preparation.

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  Angelo & banta, p.a.

  May 2012 - Jun 2012

  Law clerk

  - Drafted, edited and proofread documents and memoranda for large commercial loans and an eminent domain matter. - Researched and drafted an Appellate Brief arguing against a protective order previously granted to a key corporate witness, as well as a Motion for Summary Judgment, discovery requests, and a Motion in Opposition to a Motion to Dismiss in an employer-employee salary dispute.

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  Deloitte

  Aug 2014 - Jul 2015

  Tax consultant

  - Prepared and revised letters, briefs, and memoranda concerning state tax issues for presentation to internal clients, corporate clients, the Franchise Tax Board, and the Board of Equalization. - Resolved outstanding tax matters via correspondence with the Franchise Tax Board. - Worked in Excel to model potential client outcomes. - Developed facts and research tax law cases, statutes, and regulations to assist in crafting client positions at audit, settlement, and trial.

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  Homebase, the center for common concerns

  Sept 2016 - Mar 2017

  Staff lawyer

  - Led and assisted meetings with local government agencies and stakeholders to develop plans to address homelessness- Transformed community feedback into comprehensive system designs and strategic plans to improve constituent lives- Co-facilitated ranking process for projects applying for Federal housing funds- Deepened and enriched jurisdictional resource guide content to foster ease of information access

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  The couples financial coach

  Oct 2017 - now

  Ceo

  I offer Couples Financial Coaching & Counseling, workshops, and resources to couples, families, and business partners. Financial stress is the #1 cause of divorce and a big source of familial tension and business breakups. I support people in having healthy financial conversations that resolve conflicts and achieve more peace, partnership, and prosperity.My work is grounded in my decade of experience as a Certified Mediator and a former Financial Advisor and Tax Attorney. I provide clients customized coaching and tailored tools to bring freedom and power to their money and relationships. I'll have you fighting less, connecting more, and ensuring that your money works for you! Show less

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  Kiplinger advisor collective

  May 2023 - now

  Founding member