Certified Divorce Financial Analyst®

Divorce has a way of shaking your foundation—emotionally, legally, and especially, financially. I’ve sat across from women who felt frozen by fear, buried in spreadsheets, unsure if they could afford to leave—or how they’d rebuild once they did.  I bring a unique combinations of skillsets to helping clients prepare for divorce.

I created my firm not just to analyze the numbers, but to change the narrative.

With over 22 years in financial services, I saw a need: for women to have a more proactive relationship with their money. They needed more than numbers on a portfolio performance review. They needed someone who could translate complexity into clarity, who could blend expertise with compassion, and who could sit beside them—not speaking over them—there are no dumb questions here.

As I was navigating my own divorce, I realized that even with a long career in finance,  it would have been helpful to have support in my decision making.  That’s why I became a Certified Divorce Financial Analyst®. That’s why I added Family Financial Mediation. And that’s why I continue to grow - studying to become a Certified Fraud Examiner, expanding the lens through which I advocate for my clients.

Everything I offer—whether it’s a strategic Divorce VIP Day, Private Client CDFA Divorce Planning Services, or a single hour in Office Hours with Jessica—is built on three promises: clarity, confidence, and calm. I don’t just crunch numbers. I help clients reclaim their power, rewrite their financial story, and rise into what's next.  Because when you understand your money, you unlock your future.  Here's a bit about my credentials to do this work:

Education & Professional Credentials

• MBA — McColl School of Business, Queens University of Charlotte
• BA in American Studies & Business — Queens University of Charlotte

Divorce Credentials & Affiliations

• CDFA®️ Certified Divorce Financial Analyst
• CDC®️ Certified Divorce Coach
• Collaborative Family Law Training (IACP)
• Family Financial Mediation Training — Carolina Dispute Settlement Services
• Associate Member — Association of Fraud Examiners

Additional Certifications

• DFC™ Divorce Financial Coach
• CDFC™ Certified Divorce Financial Coach
• CDP™ CDP Divorce Practitioner™
• CDRC™ Certified Dispute Resolution Coach

Past Licenses (no longer active)

• NC Real Estate Sales License
• NC Health & Life Insurance License
• FINRA Series 6, 7, 63, 65, 66

Speaking & Teaching Engagements

• Second Saturday - Emotions of Divorce Presenter 2025
• Second Saturday Financial Presenter — 2018-2025
• Women & Money Women’s Financial Literacy Workshop — Cary Chamber of Commerce (2024)
• Working with CDFA Podcast — Jamie Milam (2024)
• Age Slayer Podcast — Traci Butz (2021)
• CDC College of Divorce Coaches Faculty — 2021-2025
• Spectrum News Interview — Being a Divorce Coach (2021)
• “The 4 Paths to Divorce” Article — Two Families Law (2017)
• CDFA in Divorce Video — New Direction Law (2016)

Beyond the Numbers 

When I’m not working, you’ll find me embracing life with my family, splashing in the pool, or enjoying the company of my furry companions.  Having recently rediscovered my love of painting, I am an abstract painter too.