I am a Certified Professional Organizer with a focus on Financial Organizing. I provide financial organizing and daily money management services to individuals, families, seniors, and businesses. With over two decades of experience in the business world, I know my way around numbers, people, details, project management and problem solving.
My professional organizing company, clutter|phobe, organically trended toward paper organizing – bills, tax records, health records, etc. Daily money management became an extension of that.
Prior to professional organizing, I worked as a Forensic & Litigation consultant at Deloitte & Touche and KPMG. I consulted for clients in the financial, publishing, government, technology, health care, medical products, food and beverage, pharmaceutical and insurance industries. I graduated from Pepperdine University with a Bachelor of Science in Business Administration.
In addition to being a member of AADMM, I am also a member of AADMM-Greater New York Chapter, National Association of Productivity and Organizing Professionals, NAPO-CT Chapter, NAPO-Virtual Chapter, American Association of Notaries, and the Wilton Chamber of Commerce.…