Dossier – Kin Wealth
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]
Dossier – Lisa Benton
Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley What do you want women to know about taking control of their financial future? With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic plan so she confidently makes […]
Season of Giving
Season of Giving, Season of Growth Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA® The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and suddenly we’re reminded of what […]
Profile – Wendy Cleveland
Wendy Cleveland President & Chief Executive Officer Firstmark Credit Union Wendy Cleveland serves as president and chief executive officer at Firstmark Credit Union ($1.2B; San Antonio, TX), a cooperative committed to serving its members, school employees, and the community. An industry veteran with over 30 years’ experience leading credit unions of various sizes, she […]
She Holds the Future
Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]