At an early age, I dreamt of being a teacher and a coach. After a few forks in the road, I entered the world of finance. Never for a moment did I see myself on Wall Street, but somehow that is where I landed. For many years I had the privilege of advising people how to grow, manage, preserve and give away their wealth. Asset allocation and loan structure—the technical side of money management—was my expertise. But it was always my clients and the impact of money that I cared about most.
Before starting my consulting practice, I served as Senior Vice President of Private Banking at Wells Fargo Private Bank, N.A. My career began as a Financial Consultant at wealth management firms including Merrill Lynch, Smith Barney and Key Bank. During those early years, I recognized the need to help women in transition who were ill prepared to cope with managing their wealth and finances. I created programs designed to empower women to take charge of their financial lives. The many workshops I have facilitated address next generation education, financial responsibility, wealth transfer, and family dynamics.
Not only have I worked as an advisor for many years—I have studied complex, relational aspects of wealth management. I am an Accredited Wealth Management Adviser through the College of Financial Planning, and a Certified Family Coach. I earned the Certificate in Family Wealth Advising through the Family Firm Institute, Executive Women’s Leadership Certification through the Wharton School, a graduate of Financial Therapy from Kansas State University and studied Bowen Family Systems Theory,
I am proud that after a nearly thirty-year career in wealth management—I am a teacher and a coach!
When faced with money conflicts, who do you talk to?
How do we talk about money and shared assets in our relationships? Why is money reported as the # 1 source of stress and a leading cause of divorce? Why do generational transfers go wrong, and the proverb "From shirtsleeves to shirtsleeves in three generations" is still prevalent today?
Nothing matters more than family. And yet throughout my years as a financial advisor, I saw relationships broken and families shattered over money problems. Financial advisors are not trained in relational issues and most therapists do not specialize in money issues. There is a tremendous void in getting help. It is the final taboo in our culture.
That’s why I created MADRE. With deep knowledge of personal financial issues and a heart to help women and families develop healthy money relationships. With intentional communication, trust and counsel, women can overcome money challenges—and thrive.
The name "MADRE?" An acronym for MONEY, ASSETS & DURABLE RELATIONSHIPS. It defines me; financial advisor, teacher, coach and most importantly, mother. The purpose and mission is to help achieve financial well-being, one woman at a time. Money and Relationships; we all have a story to tell. I am here to listen.