I spent the first decade of my career inside the kinds of organizations I now teach — pharmaceutical (Merck), healthcare data (IMS Health), and financial services (Bank of America Merchant Services). My job titles changed, but the work didn't: take messy data, find what matters, and help an executive decide what to do about it.

What I noticed across every role was the same gap. Smart people were doing rigorous analysis, and the analysis was right. But when it came time to communicate the work to a decision-maker, the message got lost — and so did the impact.

In 2017, I left a stable banking career to become the first hire on Cole Nussbaumer Knaflic's storytelling with data team. Over the next six years, I taught workshops and delivered keynotes for Fortune 500 organizations including Microsoft, ExxonMobil, Target, and Facebook. I worked with analysts, managers, and executives across nearly every industry — and the same gap kept showing up. Different company, different data, same problem.

In 2023, I joined the full-time faculty at Wake Forest University School of Business. I still teach working professionals — MBA and MSBA students, plus corporate teams who come through Wake Forest's executive education programs, including Truist, Advocate Health (formerly Atrium), Barings, and WisdomTree. The audience is the same one I've always taught. The classroom is just one of the rooms.

EHR Advising launched in 2026 to bring this work directly to corporate teams — through workshops and consulting engagements grounded in the same principles, adapted for the AI-era reality their teams are actually working in.

When I'm not working, my husband Colin and I are busy raising our three children and are active volunteers in the greater Charlotte area through Scouts, Hope Community Church, and our children's elementary school PTO.

What I believe

The principles of effective data communication haven't changed. AI hasn't made them obsolete — it's made them more important. Anyone can produce a polished-looking deck in three minutes now. Knowing whether that deck is actually going to land in the room where the decision gets made is a different skill entirely. That's the skill I teach.