著者紹介を⾒る
I am an accomplished financial advisor and university professor turned financial therapist, educator, and researcher. My rare perspective and expertise are highly sought after and celebrated by finance advocates worldwide. I serve as the Chief Financial Wellness advisor to Beyond Finance, coaching hundreds of clients weekly on managing their emotional relationship with money and offering advice to consumers everywhere. The company’s commitment to its customers’ financial wellness has earned it in the past year the following recognitions: Organization of the Year – The Business Intelligence Group’s Excellence in Customer Service Award, Gold Stevie Award for Outstanding Customer Service Department, Banking Tech Award – Financial Wellness Champion, Best In Biz Gold Award for top Customer Service Team, and Bronze for Company of the Year. I hold a PhD in Personal Financial Planning from Kansas State University, and I am a Certified Financial Therapist™ Practitioner and Certified Deep Transformational Coach—bringing academic, therapeutic, and coaching expertise to my leadership at Beyond Finance.