Females and Finance – You Should Join Us!

About a year ago I realized I hit an artery. This was just when the #MeToo movement was in full chatter and so many organizations were outing men who acted dishonorably. I was sitting right in the center of this and wondering, “Do I press on with Females and Finance?”  You see – what I…

InvestmentNews: Women Adviser Summit 2018 – Denver, Colorado

As luck would have it, I was able to attend and speak at the InvestmentNews Women Adviser Summit in Denver, Colorado on September 13, 2018. It will also be one of my greatest accomplishments both personally and professionally. (A huge thank you goes out to Theresa Gralinski and Suzanne Siracuse of InvestmentNews for their warmth…

Women’s Marketing: Either go all in or get out

I’m being pretty bullish on this topic and you know why? Because I’m a woman and we deserve our own marketing messages in financial services. I know – I know – some folks out there may be sick of the female ‘movement’, but guess what? Without us, mankind doesn’t exist, so let’s figure out a…