My Work: I work with individuals & couples in a virtual office setting, supporting them in their efforts to become more effective managers of their finances and to realize the kinds of financial lives they want for themselves and their loved ones.
My Roots: I came from a career Air Force family and completed graduate school as a counseling psychologist. I came to financial counseling work early in my career when I was employed as a counselor in the Employee Assistance field.
My Passion: My Curiosity – and Issues of Economic Ethics & Justice 🙂
My Hero: I don’t have heroes in the sense of personalities I’ve idolized. Though I have tried to understand & take in something of what I’ve recognized as admirable in many others who were also only human.
My Favorite Quote: One of my favorite quotes: “We participate in the forming of the future by virtue of our capacity to conceive of and respond to new possibilities, to bring them out of imagination and try them in actuality.” ~ Rollo May
My Favorite Personal Finance Tool/Resource: Those who have become part of my personal & professional learning network. They are typically people who are also continuous learners and trying to make a positive difference in the world around them.
My Advice to Someone Beginning Their Journey of Financial Education/Wellness: Personal finance advice is often given without considering your personal life context or circumstances. So, while advice can be well intended, it can also often be problematic when you try to apply it without understanding whether and how it might fit your particular circumstances and priorities. Keeping this in mind can often help you to avoid a lot of the frustration and unwarranted self-doubt that can come from trying to follow generic advice.
My Way of “Meeting People Where They Are:” By listening and getting to know people on their own terms; by serving as a resource and partnering with the people I work with.
My question for colleagues/peers: Why do you do what you do as personal finance professionals?
Respond to Jerry’s question in the comments section below and follow AFCPE on social media to engage with our#FinLitMonth spotlight questions, tips and fun facts throughout the month of April.