Financial Empowerment Network: 2022 - Present
- Serves as lead training and technical assistance provider to agencies in the network.
ICF Incorporated LLC, Training Consultant: 2018 - Present
- Currently serves as training and technical assistance provider to the Consumer Financial Protection Bureau 's Your Money Your Goals and and Savings Initiative
- FDIC Money Smart for Adults Train the Trainer, and Money SMART for Young Adults curriculum design and refinement.
Alabama Network of Family Resource Centers: 2021 - Present
- Leads annual family-centered coaching and financial empowerment coaching programs.
- Delivers hybrid virtual/in-person training presentations to network agencies.
Change Machine, Training Consultant: 2021 - 2022
- Collaborated with the Partnership Success management team to review and revise Change Machine’s Core and Specialty financial coaching training materials.
- Worked with internal team on improving the content delivery of the Change Machine Learning Management system.
University of Washington, Health Sciences, Workplace Financial Education Instructor/Financial Coach: 2019 – 2020
- Participated as the financial coach in a research pilot study to track measures of financial stress, financial behaviors and overall health of employees of a mid-sized company.
- Conducted monthly in-person and virtual financial education classes and private one-on-one financial coaching the employer's participating staff.
The Prosperity Agenda, Lead Coaching Trainer: 2011 – 2020
- Served as the lead training facilitator for various financial capability training and coaching projects including Financial Coaching for Prosperity, Career & Life Coaching, and Family-Centered Coaching.
- Developed training content to include video, audio, text for integration into various Learning Management Systems.
Urban League of Metropolitan Seattle, Financial Readiness Trainer/Coach: 2013 – 2024
- Conducted annual financial coaching training and technical assistance to financial empowerment staff.
- Served as lead financial empowerment coach and trainer for the Career Bridge reentry program.
Washington State Association of Head Start, Financial Coach & Trainer: 2013 – 2023
- Served as the Financial Empowerment trainer for the Washington State Working Families Tax Credit Initiative.
- Worked directly with Head Start’s Parent Ambassadors program delivering financial education through a coaching lens.
- Provided direct coaching to 20 low-income families per year to reduce debt, increase savings and build assets.
Casey Family Programs, Financial Literacy Trainer: 2005 – 2009
- Led four 9-week training cycles for the Powerful Families Financial Literacy Program for low-income families.
- Facilitated 12 Financial Literacy “Train the Trainer” multi-day sessions for affiliate offices around the country.