The Problem I Solve
For Everyday People
You're making decent money, but somehow still living paycheck to paycheck. You know you should save more, budget better, fix your credit, but where do you even start? And who can you trust to help without making you feel embarrassed?
For Employers
Your employees are distracted, stressed, and leaving for jobs that pay just slightly more. You offer benefits, but participation is low. You want to help, but HR is stretched thin and traditional solutions like EAPs aren't moving the needle
That's where I come in.
Why NeuroWISE? Because Money is Personal AND Emotional
EVIDENCE-BASED AND INFORMED
Your brain is wired to resist change and avoid pain. I use behavioral economics principles to work WITH how you are wired, not against it.
JUDGEMENT-FREE ZONE
No shame. No lectures. Whether you're behind on bills or just starting on your financial journey, we meet you where you are.
PRACTICAL AND MEASURABLE
You'll leave every session with specific action steps and clear progress markers. No vague advice like "spend less, save more."
15+ Years in Financial Services Taught Me What Employees Really Need
2009 - 2016: Branch Banking
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Saw firsthand how financial stress impacted families and their decisions
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Realized traditional banking wasn't solving the real problems

2016 - 2023: Financial Wellness Program Manager
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Designed and delivered the moveUP financial wellness program to more than 30 companies and worked with thousands of employees
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Worked with organizations in industries like education, nonprofits, healthcare, manufacturing, and tech
December 2023: Laid off
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Couldn't find a role that combined my passion for financial health and helping people
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Realized the impact I wanted to make required going out on my own
July 2024: NeuroWISE Financial was born
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A friend called me asking if I could help with some financial education work at her nonprofit
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In that work, NeuroWISE was born and has been going ever since with the mission to help working families build financial confidence and security, because EVERYONE deserves to thrive - not just survive - no matter their income level
Trained, Certified, and Committed to Your Success
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Certified Master Practitioner in Financial Capability (CMPFinCap)
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15+ years in financial services - banking, credit unions, workplace financial wellness
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8+ years in financial wellness program management
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Former Certified Financial Educator (CFEd)
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Specialized training in behavioral economics, consumer behavior, and adult education
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Serving Jacksonville, Northeast Florida, and beyond
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Former board member for SHRM Jacksonville and First Coast Worksite Wellness Council

Who I Best Serve
Individual Clients
People who feel stuck despite working hard to have a better life
Individuals, couples, or families ready to build a plan
and put in the work (not looking for a magic fix)
Professionals wanting someone in their corner who gets it
Corporate Clients
Companies with between 75 and 500 employees
Suggested industries: healthcare, education, advanced manufacturing, skilled trades, technology or IT firms, law firms, banks or credit unions
Progressive HR leaders or business owners who see employees as people and their most important resource, not just headcount
Companies with a rather young workforce, or a
low-moderate income workforce
Proudly Serving Northeast Florida
I chose Jacksonville for my practice because this is my community. I've lived here almost as much as my hometown in Illinois. I have watched this region transform and grow. I understand the cost of living here, the employment landscape, the challenges specific to our region.
When we work together, you're not getting generic advice. You're getting strategies tailored to your reality.



