Meet the coach
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When I obtained my Ph.D. in Finance from Florida Atlantic University in 1999, the field of Behavioral Finance was in its infancy. It was so new that I had a hard time finding faculty members willing to serve on my dissertation committee! We have come a long way! I designed the first undergraduate Behavioral Finance course in the Florida State University System at the University of North Florida (UNF) in 2005 and have been teaching it ever since. As a result, I have developed a passion for understanding the nuances of the field and its roots in more depth.
Convinced that the true value of behavioral finance exists in the advising and wealth management sector, I obtained the CFP® certification in 2013, the BFA(TM) designation in 2020, and a Psychology of Financial Planning Specialist Badge in 2022. I am proud to have established the UNF Financial Planning Association Chapter in 2015 and to have served as director of UNF’s CFP® Board-registered Financial Planning Program from 2016 to 2019.
While I am fascinated by the psychological underpinnings of financial wellness, I always found research and the industry lacking in its complete understanding of financial
decision-making from a biological perspective. Driven by a desire to understand the neurological basis better, I am in the process of obtaining an MSc in Psychology and Neuroscience in Mental Health from King’s College London. As a result, I have started to explore the emerging fields of neurofinance and financial therapy, which add physiological and mental health aspects to the psychological one.
Equilibria Evolution incorporates my understanding of both of these sources of financial beliefs, anxiety, and stress into a holistic model to transform the roots of financial decision-making into financial self-awareness, resilience, and well-being, inspiring realistic and achievable financial goals.
I’m glad you are accompanying me on this journey of exploration.
About Equilibria Evolution
Our Vision
Beyond numbers, we cultivate confidence.
Beyond budgets, we unearth stories.
Our vision is to empower individuals to shed financial anxieties, rewrite their money narratives, and build resilient futures by uncovering their psychological and physiological inclinations.
We envision a world where financial resilience blooms from the roots of self-awareness and abundance replaces fear.
Our Mission
Through compassionate exploration and personalized coaching, we illuminate the emotional and neuroscientific roots of
financial behavior.
We equip individuals with the tools and knowledge to
break free from limiting beliefs, set intentional goals, and build strategies for lasting financial resilience.
We are committed to guiding every client toward a future where money empowers dreams, not anxieties.