Credentials & Affiliations

• Certified Financial Therapist

• Certified Financial Social Worker

• Licensed Social Worker (Colorado)

• Affiliate Member – Financial Planning Association

• Past Board Member – Financial Therapy Association

• Past Board Member and Treasurer; Current Finance Committee Member – Boulder County AIDS Project

• Volunteer Facilitator (15 years) – Erie, Colorado Community Restorative Justice Program

Education

• Master’s Degree in Social Work – Bryn Mawr College

• Master’s Degree in Political Science – University of Michigan

• Bachelor’s Degree – Antioch College

• NIH Traineeship – University of Michigan

Specialized Training

• Emotionally Focused Therapy (EFT)

• Narrative Therapy

• Acceptance and Commitment Therapy (ACT)

• Short-Term Brief Intervention Therapy

Professional Experience

Financial Therapy & Social Work

• Private practice in financial therapy, working with couples and individuals.

• Earlier experience in social work, community mental health, and restorative justice.

• West Philadelphia Community Mental Health Center – Crisis Intervention and Older Adult Specialist.

Business & Leadership (35+ Years)

• IBM Corporation – Project Executive, Global Offering Manager

• BBN Internet Services – Director, Web Hosting Services

• CIC Internet Services – CFO and COO

• University of Michigan – Director, IT Services (Liberal Arts College)

• Ricoh Americas Corp. – Cloud Services Architect
   

How This Background Supports My Work

My background blends two worlds:

• Human experience – decades in social work, community mental health, and restorative justice taught me how deeply people’s lives are shaped by emotion, values, and relationships.

• Business and finance – more than 35 years in leadership and technology gave me firsthand insight into career transitions, high-stakes financial decisions, and the stress money places on individuals and families.
   

This combination allows me to meet clients with both professional expertise and real-world understanding.