ABOUT

​Welcome to Find Your Everest, where we are dedicated to empowering individuals to build a fulfilling life and create a better relationship with money. Our approach is focused on providing personalized guidance to help you achieve your financial and life goals. Let us support you in taking the necessary steps towards a more secure and prosperous future.

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Financial Coach - Allen

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From a young age, I was fascinated by personal finance - tracking my own cash flow, managing small investments in stocks and learning how financial decisions shape long-term success. That early curiosity grew into a lifelong passion for helping others gain clarity and control over their money.

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I went on to attend Philadelphia University, where I earned both a Bachelor's Degree in Accounting and an MBA, building a strong foundation in financial analysis, business strategy, and decision-making.

 

Over the past decade, I've gained hands-on experience across treasury, accounting, and taxation, providing a 360 degree perspective on how money moves - both in business and personal life. My time in corporate treasury deepened my expertise in cash management and financial planning, while my background in accounting and tax strategy helped me understand the power of structure and foresight in achieving financial goals. 

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Today, as a Financial Coach and Founder of Find Your Everest, I help clients align their finances with their values and ambitions. My mission is to simplify money management, eliminate financial stress, and empower clients to climb their own financial summits - one intentional step at a time. 

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