Expertise

Kids & Family, Saving, Budgeting, Giving Back, Family Money & Life Events, Budgeting & Saving

Location

San Rafael , California

Education

University of Michigan, BS Univerisity of San Francisco, MA

Bio

I have spent more than two decades working in positions of leadership at Fortune 500 companies such as Intuit Inc., Charles Schwab & Co., Inc. developing tools and services to help individuals and families learn fundamental money management and investing skills. I founded the Economic Independence Group, LLC (EIG) in order to support families, businesses, teachers and non-profit organizations in their efforts to provide children with a strong financial education. We believe it is important to teach young kids about money so they can build the skills necessary to make informed financial decisions throughout their lives. We provide workshops and educational programs that inspire and empower families and individuals to acquire the fundamental skills to manage money wisely. Our flagship product, Money Wizdom, helps parents teach their kids age-appropriate budgeting skills and habits starting as young as the age of 5. I look forward to helping the LifeTuner community, especially those of you who have young children, to develop good fundamental money skills and habits!