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

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 Reading 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

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

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 Reading 34. Building Strong Networks and Keeping It Real with Nina O’Neal, Partner, Investment Advisor, Archer Investment Management
In The Suite Podcast Episode 33: Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group
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

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

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

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