What’s your day job? I am a recovering banker of 15 years and financial coach. I founded NeuroWI$E Financial, where I work with companies to help them craft and implement a financial wellbeing strategy for their workforce, typically utilizing financial workshops and one-on-one financial coaching.

What’s one thing you’ve learned professionally from attending the NFCBA meetings that has changed your perspective, or that you’ve incorporated into your company processes? One thing that has stuck with me from being a part of NFCBA is how vast the world of benefits and compensation are. Generally, people think about the traditional benefits like insurance, retirement, and PTO. Benefits are so much broader than that – from my field in financial wellbeing to fertility assistance, education reimbursement, or childcare.

How did you hear about NFCBA and what attracted you to join NFCBA?I’ve been involved with NFCBA for years now. I think initially what drew me was the opportunity to connect with professionals in the benefits space, especially given my day job.

What do you love most about your industry and NFCBA? I think what I enjoy most is the ability to help people thrive rather than just survive. Being able to connect with other individuals that have that same mindset when it comes to helping their employees.

What non-profits do you support locally or are passionate about? I’m very passionate about financial wellbeing, so any organization that works in that arena is up there for me. The United Way has really done a lot in supporting that initiative locally from supporting organizations in the realm of housing or food insecurity. Here Tomorrow is also another organization I have a lot of respect for. So much of what I do impacts mental health, so I love supporting organizations that are in that space as well.