Speaking & Media
KEYNOTES, WORKSHOPS, & FACILITATED CONVERSATIONS
Conversations that invite inquiry into the questions that often sit beneath the decisions.
A speaker for rooms that think deeply, respond with discernment, and engage with intention.
More than two decades in financial industry informs the perspective I bring to conversations about identity, agency, stewardship, and the questions numbers cannot solve.
I have worked alongside financial advisors, broker-dealers, family offices, and leadership teams — the experience taught me that the most consequential questions are rarely financial alone.
My work brings that perspective into rooms where complexity, responsibility, and the human experience intersect.
Speaking Engagements
SIGNATURE THEMES
The work explores questions that extend beyond professions, circumstances, and generations, including:
+ The questions numbers cannot solve
+ Identity, agency, and the choices that shape a life
+ Stewardship of what has been entrusted to us
+ Discernment when familiar definitions no longer hold
SPEAKING FORMATS
Keynotes:
Created in collaboration to meet the tone of your event and the depth of your audience.
Private Roundtables:
Intentional conversations that allow for inquiry and exchange.
Workshops & Facilitated Conversations:
Designed around the questions and circumstances most relevant to the room.
Thoughtful dialogue for communities seeking depth over performance.
You’re curating a moment for a room that values substance, presence, and inquiry over presentation alone.
Professional & Leadership Communities
Private Client & Advisory Events
Family Offices & Multigenerational Groups
Philanthropic & Stewardship Organizations
Private Gatherings, Podcasts & Media Conversations
Experience Informs the Work.
I worked in the financial industry, operating at a high level within its structures, expectations, and responsibilities. It was a privilege to be trusted with conversations of significance within people’s lives. The experience gave me perspective on the decisions, responsibilities, and human questions that exist alongside financial capital.
Today, I am the founder of Red Thread Consulting, creator of The 12 × 12 Journey™, and a Chartered Advisor in Philanthropy® (CAP®). My work brings together professional experience, inquiry, and a commitment to stewardship, dignity, and discretion.
I also founded the Red Thread Thoroughbred Project, a nonprofit devoted to the welfare and aftercare of retired Thoroughbreds from the racing industry.
Continue the Conversation.
Speaking Engagements
A thoughtful partnership for rooms seeking depth, presence, and meaningful dialogue. I bring grounded insight to keynotes, workshops, and facilitated conversations.
Speaker Pack
If you want to understand how I show up as a speaker — the space I hold, the insight I bring, and the kind of room I curate — this is where to begin.
Media Requests
For interviews, podcasts, media features, and aligned brand partnerships. Connect to explore whether the opportunity is a natural and meaningful fit.