What motivates and inspires you?
I come from a family in which no one understood the implications of inadequate financial planning, and I witnessed the devastating consequences. My personal experience drives me every day, to help my clients achieve their financial goals—from building and preserving their wealth, to multi-generational planning, protecting against risk and much more—and to prepare them to negotiate the financial barriers life will inevitably present along the way. I love what I do. Any time I can draw on my depth of knowledge to provide helpful guidance to others is a blessing.
What will be the biggest challenge for the generation of women behind you?
Increasing the percentage of women in leadership positions. A recent study by the Center for American Progress on the “The Women’s Leadership Gap” shows that although women comprise 47 percent of the employees at America’s financial firms (and they are successful in their roles) they account for only 16 percent of executive committee positions and 20 percent of board seats. My huge call to action for women is to become more involved in their family’s financial decision making or be the decision maker. Be mindful of the professionals you’re hiring to serve your family. If we want our daughters to have more opportunities and successful careers, we need make sure women have strong voices and are highly regarded and respected—not just the token female on a team.
How have you mentored others following in your footsteps?
When I consider my role in increasing the successfulness of women in this industry, I think about apprenticeships. In advocating for more women to become significant performers, I strive not only to share my expertise, but to work alongside my mentees to acquire and grow their client base so they’re prepared to thrive on their own.
“My personal experience drives me every day, to help my clients achieve their financial goals.”