I spent 7 years as a financial advisor and corporate accountant – but it wasn’t until I started helping friends and family with their finances that I realized my passion wasn’t in making corporations more money – I wanted to help real people with their day-to-day finances. So, in 2010, I started my own financial coaching business, Fiscal Fitness PHX. 

And at the time, no one was providing the level of financial coaching that I wanted to – so I created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach, and are exactly what we teach inside the Financial Coach Academy® and other programs. I’m also the proud author of the Financial Coaching Playbook – the definitive guide to starting and running a financial coaching business.

I am the self-proclaimed “spender” in my and Kelsa’s marriage but have experienced firsthand the profound impact budgeting, goal-setting, and financial organization can have on people’s lives. After practicing for 15 years as a Certified Athletic Trainer, I began to immerse myself in financial knowledge – both technical expertise and behavioral insights.

I am a Kolbe Certified™ Consultant. Don’t know what Kolbe is? Yeah, a lot of people don’t. We use the Kolbe Theory™ to help our clients and financial coaches understand their innate instincts and how they can best take action with their money, their business, improve productivity, and stop doing the things they shouldn’t be doing.  You can learn more about The Kolbe Theory™ and how we use it here

My passion is helping people – which makes my position as the Director of Coaching at Fiscal Fitness Phoenix a perfect fit. (I’m also a Financial Coach Academy Instructor, lead coach of our Elite VIP Program and co-creator of the Financial Coaching Toolkit. – to say I’m “all in” when it comes to creating trainings & content to help other financial coaches rock their businesses is a bit of an understatement!) 

I didn’t start my career as a financial coach (I was actually a clinical pharmacist.) until I went through my own financial coaching journey – it was truly transformative, and I realized that creating financial peace of mind, helping others achieve what I had, was exactly what I wanted to do all the time.  I love supporting our Financial Coach Academy coaches as they gain the skills to guide their own clients toward  financial stability and peace of mind.

You would think a former math teacher would be a natural budgeter. I taught middle school math for 11 years but was a mess when it came to budgeting and balancing my own checkbook. By investing in financial coaching in 2015, my husband and I made a remarkable amount of progress in five years. I loved the power of financial coaching so much that I left the teaching profession in 2020 to become a full-time coach and join the Fiscal Fitness team.

My love of numbers and systems has been an asset to the Fiscal Fitness team and business. I love making things run smoothly and finding a way to streamline processes. Oh and organization. I love when things are organized. I run a lot of the behind the scenes social media for Fiscal Fitness and show the ways I make that work efficiently along with client scheduling in the Academy