Why did I leave my job as a VP and partner of a successful investment management firm?

My career was going just as I always dreamed it would, but something brewing inside compelled me to leave it all.

Over my 15 years of experience in the financial industry up to that point I noticed that couples face two major challenges with money.

These challenges were way underserved in the financial advisor space.

In fact, financial planners and advisors tend to spend the least amount of time here when I could argue it’s the most important part of building wealth.


These challenges cause real consequences because…

Money arguments are the #1 predictor of divorce. These challenges can derail even the strongest relationships, and…

What good is having a great financial plan if you can’t come up with the money at the end of the month to put towards your financial goals?

But financial experts spend THE LEAST AMOUNT OF TIME in these two areas and use OUTDATED, RESTRICTIVE TECHNIQUES that are unappealing to couples.

Not only that, but families who need help here are often turned away from financial advisors because they don’t have the investible assets to manage.

So I researched, developed, tested, and perfected simple techniques that would deliver exceptional results.

Results like helping people slash their spending by thousands per year WITHOUT a complicated budget and WITHOUT giving up all the fun.

Results like paying back tens of thousands of dollars of credit card debt within the first year.

Results like couples telling me that their marriage is finally back on track because financial stress is no longer holding their relationship hostage.

Then it was crystal clear. I had no choice but to leave an amazing job in 2015 to start Family Budget Expert.

My sole focus is helping couples overcome the #1 relationship killer.

I am the reliable, seasoned expert that couples can depend on to help them face their debt and spending issues and deliver life-changing results.

That’s what Family Budget Expert is all about, and I’m here to help!


  • 15 years experience as a financial planner, investment analyst, and advisor + 7 years at Family Budget Expert. 

  • Equity Partner at two successful financial companies before founding Family Budget Expert

  • Certified Financial Planner™

  • Holds the Chartered Financial Analyst® designation.

  • Zero conflict with clients and advisory relationships – I don’t sell, manage, or advise on investment products or insurance.

  • University of Michigan Bachelor of Science (2001), Organizational Development & Psychology, Mathematics Minor

  • Real-life experience: Married for 15 years, raising 3 kiddos, homeowner.

Take a look at the ways we can work together on your family budget.

Get the budget help you need