After 22 years working with major financial services firms, it was time to shift gears and create a more client-centered firm and purpose-driven life. CAP STRAT helps clients optimize their financial resources as a strategic advisor and asset manager. We help-Individuals and families seeking to create and fulfill their life and legacy goals; and -Institutions and their leaders govern with excellence, managing risk and growth to fulfill their fiduciary duties, create financial resilience and fulfill their missions.Being a FOUNDER of CAP STRAT is the best career decision I have ever made, creating an inclusive culture, cultivating innovation and an insatiable improvement mindset has resulted in the growth of our dynamic firm where each one of us strives to improve our clients' lives daily.LEADER: I believe in the POWER OF COMMUNITY, sharing resources and connecting people in my network to help open doors and create opportunities for collaboration - which is a key dynamic of the CAP STRAT WOMEN'S FORUM, which I co-founded and co-lead virtual events and curated in-person gatherings. ADVOCATE: I am also passionate to support, empower, and advocate for others, especially marginalized communities. I help WOMEN own their voice and power over their financial resources - to BE THE BOSS OF THEIR MONEY. CHEERLEADER, ACCOUNTABILITY PARTNER: We are each responsible for making the most of our one precious life - and I am here to support others in their journey - and pursue the same. PODCASTER, SPEAKER: For groups, conferences, events on topics ranging from leadership, networking, resilience, purposeful living, self-advocacy, connecting to your why, financial empowerment and topics related to empowerment.Reach out to start a conversation...