Zoe is a Personal CFO with a love for numbers and a passion for helping people feel confident about their financial future. She graduated from the University of Iowa with a degree in Mathematics and a focus in Finance, and now she’s all about turning complex financial concepts into simple, actionable steps for her clients.
Whether it’s planning for the future, managing cash flow, or tackling big financial decisions, Zoe loves working one-on-one to create strategies that fit each client’s unique goals and lifestyle. She believes finance isn’t just about numbers—it’s about empowering people to live the life they want.
When she’s not working, you can usually find her spending time with her silver lab, Margo.