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I use my wit and warmth
to motivate an audience to examine their personal money management skills and
their beliefs about money. Focusing on what people are doing right, practical
examples and ideas are offered for those who seek to balance personal finances
with their intent and values.
I am the creator of the
Money and Me Workshops/Lectures and the author of the Money and Me
series:
Money and Me,
Healing Our Relationship With Money,
Money and Me Workbook,
Revised Edition
Money ~A Woman’s Perspective
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 Professional Positions:
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2002 (ongoing) |
Trainer, Center for Career Development and Employability
Training (CCDET)
U W Oshkosh, WI |
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Provide money management training statewide, and other
trainings sponsored by CCDET |
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2002
(ongoing) |
Project Coordinator, Northwoods Saves, UW Extension, Rhinelander, WI
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Assisted and coordinated the implementation of a campaign to promote the
concept of saving money, creating wealth vs. debt. This rural demonstration
model included creating an infrastructure of services and support to assist and
promote saving. |
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2001 |
Financial Counselor Forward Service, Rhinelander, WI |
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Provided money management training to staff, and ongoing counseling sessions
with clients. |
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1996 (ongoing) |
National Speaker,
Publisher, Author, Financial Consultant |
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Present workshops and
lectures; provide training to providers and individual financial counseling
sessions to clients. |
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1994-97 |
Financial
Consultant, Ceridian, Bloomington, Minnesota; |
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Train and support
mental health counselors to do financial counseling, |
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1991-94 |
Generalist
Counselor, Ceridian, Bloomington, Minnesota; |
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National EAP-Provide
phone counseling for a variety of mental health concerns including financial
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1989-91 |
Placement
Specialists Minnesota Mainstream, Spring Lake Park, Minnesota;
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Assist clients with
advanced degree’s, who left the work force because of a severe and
persistent mental illness to return to their field of study. |
Education:
| 1996 |
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Institute for Personal
Finance, Phoenix, AZ |
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Accredited Financial
Counselor, |
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| 1987 |
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University of
Wisconsin - Stout, Menomonie, WI |
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Masters’ Degree in
Vocational Rehabilitation |
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| 1985 |
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College of St.
Catherine, St.Paul, MN |
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Bachelor of Arts Degree
in Psychology |
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| 1983 |
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University of
Minnesota, Minneapolis, MN |
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Certificate in Chemical
Dependency and Family Intimacy |
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| 1982 |
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St. Mary’s Junior
College, Minneapolis, MN |
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Certificate in Chemical
Dependency and Family Therapy |
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Professional Accomplishments:
| 2001 |
Presented
“Money Mysteries” short weekly radio commentaries on B 93
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| 2000 |
Published
Money ~ A Woman’s Perspective and Money and Me Workbook Revised
Edition |
| 1999 |
Wrote
“Money ~A Woman’s Perspective “ |
| 1998 |
Presented
weekly radio commentaries on money for WXPR |
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Established “Rose Petal Press” a small press |
| 1997
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Developed
and presented workshops /lectures "Money
& Me” |
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Wrote
“Money and Me” Series |
| 1996 |
Published
“GOODNEWS WORLDWIDE” a positive press newsletter |
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1993-4 |
Developed
and presented workshops "Healing Energies" |
| 1992
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Wrote " A
Journey Into Light' a non fiction book describing a personal healing
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| 1989
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Assisted
in developing Minnesota Mainstream, a unique job placement service for people
with a mental illness diagnosis and a professional degree |
| 1987
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Assisted
in developing "Camp Grandir", several one-week adventure experiences in the
northern woods for people with a diagnosis of a mental illness. |
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Wrote
masters thesis, "Rationale and Evaluation of the Cooperative Work Transitional
Program" to be used in support of continuing the program. |
Professional Affiliations:
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AFCPE |
Association of Financial Counseling ,
Planning, and Education |
| IPF
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Institute of
Personal Finances |
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