59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

• Post author:Tina Powell
• Post published:November 17, 2021
• Post category:Author/Financial Responsibility/Mentorship/Women in Finance/Work with Women

We are excited to welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry.  Vanessa…

Continue Reading59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

34. Building Strong Networks and Keeping It Real with Nina O’Neal, Partner, Investment Advisor, Archer Investment Management

• Post author:Tina Powell
• Post published:January 15, 2021
• Post category:Author/Female Advisor Network/Marketing

It’s a joy to welcome Nina O’Neal to In The Suite. Nina is a financial advisor, mother, wife, contributing author, Founder, and so much more. Nina’s passion for finance and…

Continue Reading34. Building Strong Networks and Keeping It Real with Nina O’Neal, Partner, Investment Advisor, Archer Investment Management

Kris Putnam-Walkerly, President of Putnam Consulting Group

In The Suite Podcast Episode 33: Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group

• Post author:Tina Powell
• Post published:January 7, 2021
• Post category:Author/Philanthropy/Podcast/Women in Finance

We’re thrilled to welcome Kris Putnam-Walkerly, President of Putnam Consulting Group, to this episode of In The Suite. Kris is a philanthropy advisor, speaker, and award-winning author with over 20…

Continue ReadingIn The Suite Podcast Episode 33: Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group

Velera Wilson - Public Speaker and Author of the book, “You’re Absolutely Worth It”

In the Suite Podcast Episode 22: How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”

• Post author:Tina Powell
• Post published:October 1, 2020
• Post category:Author/Breaking a Pattern/Diversity & Inclusion/Fiserv/Marketing/Podcast/Work with Women/You're Absolutely Worth It

It was fate that this episode of In The Suite was recorded on the anniversary of MLK Jr’s I Have A Dream speech. It was the energy of that auspicious…

Continue ReadingIn the Suite Podcast Episode 22: How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”

Marsha Guerrier, Founder and CEO of HerSuiteSpot

In the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot

• Post author:Tina Powell
• Post published:September 3, 2020
• Post category:Author/Diversity & Inclusion/Financial Services/FinTech/HerSuiteSpot/Marketing/Podcast/Work with Women

Marsha Guerrier is one of those people who manages to effortlessly get it all done. As a multihyphenate businesswoman, Marsha organizes her life around four main pillars: mindset, marketing, money…

Continue ReadingIn the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot