As Chief Experience Officer, I focus on our team members’ job satisfaction, which is directly related to our clients’ satisfaction. What if we could all do what we’re uniquely gifted to do, and money is one tool to help us get there?

On Own Your Wealth, I ask questions that invite us to consider all types of wealth – money, relationships, health, knowledge, and time – and how wealth is a tool to help us live out of our personal values. When you’re clear about what’s important to you, and understand how your finances can help, you can live life empowered.