We were discussing how many students were graduating with degrees that didn't serve them well—and massive debt to boot.
That conversation sparked the creation of InvestInU, initially focused on creating more supportive campus experiences.
But as I dove deeper, I discovered something that shook me to my core:
The Problem That Changed My Mission
The consequences were devastating: Fiduciary breaches, client dissatisfaction, stagnant practices, and millions of people unprepared for the reality of 100-year lifespans.
That's when InvestInU evolved into something much bigger—a platform dedicated to transforming how we approach intentional aging and longevity planning.
Why You Can Trust Me to Guide Your Transformation
Innovative Founder and Thought Leader
Proven Industry Veteran
Certified Coach
What Makes My Approach Different from Every Other Financial Educator
Unlike traditional financial education courses, I focus on holistic, 100-year life strategies that deliver referral growth and an ROI exceeding 80x for advisors.
But listen, I'm anything but "normal."
I'm a visionary who's redefining aging itself. While most financial training clings to a 100-year-old retirement model, I'm pioneering a movement to empower advisors and individuals to plan for vibrant, purposeful lives into their 90s and beyond, creating tools like the Flourishing Longevity Scorecard.
I fully support weirdness. After all, I'm a certified Gallup StrengthsFinder Coach and ICF-accredited coach who embraces the "weirdness" of thinking far beyond 65 (for all ages). I thrive on sparking unconventional conversations about aliveness, purpose, and AI-driven ethics, helping clients and advisors break free from outdated norms.
My approach is unique in that… it integrates ethical frameworks, AI tools, and geroscience insights to address longevity illiteracy head-on. By blending compliance-safe advisor training with a digital platform for individuals, I create actionable, cross-generational solutions that reduce fiduciary risks and boost well-being by 20%+.
My favorite thing about this work is... witnessing the aha moments when advisors and clients realize they can reframe aging from fear to opportunity. Whether it's an advisor securing a practice's future or an individual rediscovering joy, I love empowering people to live and lead with purpose and fulfillment in an aging world.
The Journey Continues
This isn't just about adding years to your life. It's about adding life to your years.
Whether you're a financial professional ready to future-proof your practice or an individual seeking to unlock your bigger view on life, I'm here to guide your transformation.