Introduce yourself to our audience. Tell us who you are and what you are currently focused on.
I just launched my own investment management and financial planning firm after nearly 20 years of working at larger broker dealers. I am an independent and fee-only advisor, which means that I don't earn any commissions on client recommendations. I help business owners who have been traditionally under-served, women, minorities, LGBTQ+ and the differently-abled.
Tell us about your favorite Ellevate Network memory or success story. Why are you a member?
I joined Ellevate to be able to create a community of amazing women, their advisors, their families and friends. I had attended several of the free webinars during quarantine, and found "my tribe" of like-minded women who are passionate about lifting up their communities!
How would you define your professional mission?
To do well by doing good!
What qualities does it take for someone to be successful in your line of work?
It takes a lot of listening, empathy and organizational skills to be successful in the financial services industry. Math skills are a must, of course, but only secondary to people skills. Clients want to know that you understand their needs and can articulately communicate a course of action.
What are some career challenges on your radar?
Growing pains! I can already feel it. There is a clear need for solid financial advice, especially during the pandemic. I'm going to need to be flexible and adapt to my clients' needs as quickly and precisely as I can.
What project have you worked on that you’re most proud of? Why?
Going out on my own as a founder has been the scariest but most rewarding career decision I ever made! I'm proud of what we as a firm are doing to serve people who are traditionally ignored in the financial services arena. Even if we don't change the world, we hope to change someone's universe!
We’d love to hear more about your career path. What led you to where you are today?
I've been following my husband's career 20 years! He is an Air Force officer. I've had to reinvent myself every time we moved. Fortunately I was exposed to pretty much everything in the financial services world - the good and the bad. I finally decided that it was time to take my skills and knowledge directly to the client by opening up my own shop.
What is the most rewarding part of your job?
Every time I help a distressed widow, an overwhelmed business owner, or an employee that wants to retire, I count myself lucky. Most kids in America do not learn basic financial literacy terms. As a result, many adults still don't know what they should and shouldn't be doing. I love teaching people as much as I can so that they can in turn teach someone they care about.
What legacy do you hope to leave through your work?
I hope to change the conversation about money. I hope that my own kids don't grow up in a world where talking about money is taboo. I truly believe that having wealth means that the owner has the privilege to drive change and lift others up.
Have more questions? Follow up with the expert herself.
Audax Wealth Management
After nearly 20 years on Wall Street, I've finally opened up my own firm. For the first time I get to experience the joys and tribulations of being a business owner. I am passionate about helping women and minorities dig into their finances so that they can focus their time and attention on their passions. Follow our adventures on Instagram @audaxwealth and @audaxgallery or visit our website at www.audaxwealth.com. Continue Reading
Start your free membership to continue reading and learning from people who want to help you succeed.Sign up for free