In the United States in the 1920’s, speakeasies were bars run in secret during Prohibition. While the identity of the owner of the Money Speakeasy remains a secret to the public, the views on taboo personal topics such as debt, budgeting, saving and investing, as well as the passion in helping young professionals reach their financial goals is very public.

Who was the most influential person to teach you about money?

The most important lessons I learned about managing money came from my father.
Even with an undergraduate business degree and an MBA, the lessons I learned from my father are still more valuable to me today. As a child, I had to write book summaries for my allowance (yes, you read that right!) and many of those books covered personal finance. While I didn’t care for it much initially, it built the foundation by which I approach financial decisions today.
In college, I began to notice my classmates’ behavior with their finances and realized most people never learned or discussed how to manage money.

My last 13 years in the financial services industry have shown me how wide the financial education gap is, and I started The Money Speakeasy as a forum for young professionals to discuss and learn fundamental money management topics.

The Money Speakeasy covers topics such as budgeting, debt management, insurance, saving, and investing in simple language. Whether you are starting out in your career or just tired of living paycheck-to-paycheck and looking for a different way, our mission is to create savvy consumers who can become the CFO of their personal finances and achieve their goals.