Transform how you lead, influence, and connect.

Unlocking peak performance by creating change at the intersection of business, finance, and human behavior.

Understanding the human side of business and finance is what sets exceptional leaders apart. As a business psychologist specializing in how people relate to money and financial decisions, I help executives and financial advisors transform their impact through the lens of psychology.

My unique approach helps you leverage behavioral insights to achieve better business outcomes, stronger relationships, and more intentional leadership.

How we can work together

Whether you're an executive seeking to grow your influence or an advisor looking to build deeper client relationships, I provide the expertise that enhances your ability to navigate the complex emotional dynamics of leadership and decision-making.

  • For Financial Advisors

    Build deeper trust and connection with your high-net-worth clients by learning to understand how money mindsets affect your clients’ behavior and decisions.

  • For Executive Leaders

    Deepen your leadership skills through incisive insights that boost your authentic executive presence, emotional wisdom, and influence in your networks,

I believe if you master your inner work, it transforms you both inside and out.

With a doctorate in psychology and extensive experience assessing and coaching executives, I bring a rare combination of emotional intelligence and business acumen to leadership development. I've seen firsthand how understanding human behavior—your own and others’—transforms leadership effectiveness, professional impact, and personal meaning.

My approach integrates the psychology of money with practical leadership strategy, creating clarity for executives and financial advisors to help them make wise, balanced decisions that have maximum impact on both their relationships with others and their bottom line.

MEET KATHLEEN

“Kathleen approaches her work as a coach with the perfect balance of compassion, empathy and tenacity to challenge even the most complex clients. Her savvy as a clinician as well as a business coach serve her well in helping clients touch the root of issues that may be impeding success while also helping clients to establish a connection to what makes them impactful leaders.”

—K.B., Managing Director, Healthcare Communications

Take the first step toward true alignment.

Let's start with a complimentary 30-minute discovery session to explore how we might work together.