My tenure as the co-founder of the Colman Knight Advisory Group, LLC began back in 1988. Ironic, since I grew up in a family home where it was considered impolite to speak about money. But I’d always had a natural aptitude for numbers, and I earned a BS in finance, studying the systems, theories, tools and structures our world uses to organize around money. After certifying as a financial planner (CFP^®), I worked for years for other firms and had a profound realization that, as a society, we could do better than codified corporate boundaries and rules that served themselves rather than the client. That’s when Colman Knight was born.

Money is never separate from our human experience,

better financial planning means bringing

the whole human experience to our work.

As a coach, writer, entrepreneur, and financial advisor with almost four decades of professional experience, I infuse integral coaching and spiritual embodiment with practical financial savvy to bring Somatic Finance^® to life as an entirely new way of understanding our relationship with money, and more importantly, being in relationship with money.

Along with certifications as a CFP^® and Integral Master Coach^®, I count thousands of hours training with the Hendricks Institute: as a Leadership and Transformational Trainer, a Graduate Year with Kathlyn Hendricks by invitation only, and Certified as a Conscious Relationship Coach, now known as a Big Leap Coach. For over ten years I served in national and state leadership roles for the Financial Planning Association, Inc. and the national CFP Board as a Commissioner for the Ethics Commission.

Studying Indo-Tibetan Buddhism as a devoted practitioner since 2004, I engage somatic meditation as a cornerstone to all meditation and life experiences. I am a woman, mother, partner, lover, child, sister, writer, volunteer, prankster, guffaw laugher, nature lover, wanna be gardener, and aspiring integrated human who radiates peace, love and joy.

Decades of service in many organizations — for profit and not for profit — in varied leadership roles have taught me valuable group skills and collaborative approaches to see repeating patterns and our unwavering dependence on structure. Structures are ripe for reform, especially money structures. We are entering new territory that asks us to be fully awake from the inside, to our individual and collective humanity. My job is to assist individuals in their inside journey so that whatever new structures form, we will all be held and guided by the infinite depth, grace, humility and care abiding in our heart.