Becoming a Multi-Million Dollar Female Advisor
On how she found her practice niche:
I ultimately reached the point where I was able to reflect on the relationships I had enjoyed the most, where I thought I had been the most helpful and realized that was in working with women who were experiencing wealth management often for the first time after their husbands had passed away. I really enjoyed that transition of supporting a family through that very difficult, painful process that people go through when they’re starting to manage finances, and made that the focus of &Wealth Partners and haven’t looked back.
