Experience

• Financial Planner, Lazarus Financial Planning: 2005 -- present

• Associate Planner, Woodward Financial Advisors: 2003 - 2005

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™

• Registered Investment Advisor in North Carolina

Professional Examinations

• CERTIFIED FINANCIAL PLANNER™ Comprehensive Board Exam

• NASD Series 65 - Uniform Investment Advisor Law Exam

Professional Associations

• National Association of Personal Financial Advisors (NAPFA)

Formal Education

• CERTIFIED FINANCIAL PLANNER™ Professional Education Program: College for Financial Planning (3 courses) + The American College (2 Courses)

• Masters in Teaching: Social Studies Education: Boston University

• Bachelor of Arts: International Studies, History: Miami University (Ohio)

Continuing Education

• NAPFA National conferences and webinars

• NAPFA Regional conference/symposiums

• SRI in the Rockies conferences

• US SIF conferences

• Shareholders Service Group conferences

• Financial Therapy Association conferences and webinars

• The Aspen Institute Financial Security Program conferences and webinars

• LLIS Insurance conference and webinars

• Duke MBA Sustainability conference

• Direction$ for Women retreat

• Olivia Mellan -- "Money Harmony for You and for Your Clients" teleclass series

• SJF Summit on the New Green Economy

• SRI Southern Region meeting

• "It's Not About the Money" workshop

• Pride Planners National conferences

• Kinder Institute -- "Seven Stages of Money Maturity" workshop

• Soul of Money Institute -- "Soul of Money" workshop

• H&R Block Income Tax course

• "Planning for Same-Sex Couples in a Changing World" workshop

Board of Directors and Advisory Boards

• NAPFA -- National Board of Directors, 2017 - 2020

• Envest Microfinance Co-op -- Advisory Board, 2012 - 2016; Board of Directors, 2016 - 2020; Advisory Board, 2021+

• Transplanting Traditions Community Farm -- 2013 - 2014

Awards + Honors

• NAPFA "Inspiring Leader" award -- 2015

Committees + Peer Groups

• NAPFA Professional Development and Education Committee -- Chair, 2017 - 2019

• NAPFA Study Group Directors Committee -- 2019 - 2020

• NAPFA Triangle Study Group -- since 2009; study group leader 2009 - 2014

• NAPFA MIX Study Group -- 2006 - 2012; 2014 - 2019

• SSG Study Group -- 2015 - 2016

• NAPFA University: School of Communications -- 2006 - 2012; Co-Dean 2010 - 2012

• SRI Southern Region meeting -- 2008, 2009

• Pride Planners conference committee -- 2007

Author

• Columnist for NAPFA Advisor magazine -- 2012 - 2017

• Contributing writer for Money.com, "Advisor & Client" -- 2014 - 2015

Presenter

• SSG Conference 2015 -- panelist in Live Case Supervision Study

• NAPFA Webinar 2014 -- "Working with Clients seeking Socially Responsible Investments"

• SRI in the Rockies conference 2013 -- "Maximize the Social Impact and Community Investment of Your Client's Cash”

• Directions for Women webinar 2012 -- "Responding to Client Questions about Socially Responsible Investing"

• NAPFA National 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"

• NAPFA Boston study group 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"

• NAPFA Webinar 2009 -- "Socially Responsible Investing"

• NAPFA Advanced Planners conference 2009 -- "It's not WHAT you say, it's HOW you say it"

• NAPFA National conference 2009 -- "Effective Questions"

• SRI Southern Region meeting 2009 -- "Community Investing Vehicles" and panel participant

• NAPFA National conference 2007 -- "Who am I as Communicator"

• NAPFA Basic Training conference 2006 -- "Business Models and Fees"