My professional calling has always been centered around helping people make more proactive decisions with their finances, rather than reacting to fear or anxiety. After working as a credit counselor with a nonprofit agency, and then participating in Merrill Lynch’s financial advisor training program, I discovered that I enjoyed connecting with people and exploring the more emotional side of money. And in my current role at The Humphreys Group, that’s exactly what I get to do, as I focus on helping provide personal financial planning, retirement planning and investment management to our clients. What sets our team apart is our collective commitment to understanding our clients on a deeper level, one that extends far beyond the mechanics of an investment portfolio or a financial plan. I help plan and co-facilitate The Humphreys Group’s quarterly Conversation Circles for Women, which provide our clients with a unique forum to have authentic discussions about all aspects of personal finance. I also co-authored the book, “Rewriting the Rules: Telling Truths About Women and Money,” in which we “bust” problematic money myths and encourage women to engage more deeply with their finances. I’m proud to work for a firm that is dedicated to empowering women investors and upholds a culture grounded in empathy and philanthropy.
Millennials were given a front-row seat to the financial crisis. Many of us witnessed our parents struggle to pay the bills after getting laid off or suddenly finding their home underwater. Through these experiences, we were taught a unique set of lessons about money that are actually serving us well.