My career in finance began in 1998 as a financial advisor at Smith Barney. I’ve managed the investment program for a billion dollar bank, and served as the financial plan manager for a high-end planning firm.

While I loved the investment world, I fell in love even more with the human side — and helping people manage the money that fuels their daily lives, not just their investments.

Throughout my career, I always knew I someday wanted my sole focus to become helping people with the financial choices that shape their daily lives.

Quest is the realization of that dream — to take high-level financial expertise and bring it home to you.

Many people wonder if hiring a financial coach is a smart investment — or if it’s just throwing money at a problem. But they also realize they need the support, structure, and a system to finally feel in control of their finances.

Unlike podcasts, books, or budgeting apps, 1:1 coaching is a highly personalized, deeply transformative experience that pays dividends for a lifetime.

After decades of seeing people shut out of professional financial help because they didn't meet a corporate "minimum," I believe this level of guidance should be accessible. My goal is to provide the expert tools you need to create lasting change — at a price that makes sense for your life.

Traditional budgeting can be frustrating, because it usually doesn't last, and then people think the problem lies with them. But a system that relies on willpower, deprivation, and requires you to track every penny — is rarely sustainable. Much like a crash diet: eventually, you give in and eat all the cake.

My approach is different. I use a flexible system designed to encompass your true cost of living — and how you actually live your life. Your money becomes easy to manage and fits your life instead of boxing you in.

I have used this exact system to manage my own money for the last 20 years. When my clients tell me it has changed not only the way they will manage their money for a lifetime, but also has changed their life, I know it works.

You can have a color-coded spreadsheet that would make your CPA swoon, but if you don't understand the money psychology running in the background — and how it drives your behavior — you’ll keep repeating the same patterns.

That’s why my practice integrates both the psychology and the practical side of money. You need both working together to not only get results, but to ensure they are lasting.

Otherwise, it’s like playing the piano with one hand. You’re missing out on the full composition, and in the case of your finances, you’re only addressing half the picture — and getting half the results.

My financial coaching isn’t theory. It’s not centered around money manifestation or motivational affirmations, but on the practical steps we implement together that make a profound difference in how your money works in your life.

Knowledge is only potential power; true power comes from applying what you learn to your own life. That’s why each session in my programs provides both insight and new concepts, followed by expert guidance and support on how to incorporate them into your own unique situation.

Much like a pilot navigating a plane through turbulence, as you build new habits and implement changes, I am there to steer you through life’s challenges — so that you can finally create traction and see lasting results.