In the Suite

Send us Fan Mail Today’s episode of In The Suite   with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering. “You've got to follow your passion, and what you absolutely love to do,”...

Send us Fan Mail It’s a joy to welcome our guest, Faisa Stafford, LUTCF, SHRM-SCP to In The Suite . She’s a leader, a Mom, and a CEO who is passionate about streamlining processes to better serve the industry and Life Happens’ members. Prior to her role as Life Happens CEO and President, she served as the COO and CFO for more than 10 years.  As the company’s first female CEO, Faisa has seen Life H...

Send us Fan Mail Today’s episode of In The Suite   welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications . She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Leader Summit, now in its third...

Send us Fan Mail Today’s episode of In The Suite   with Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along with her husband Alex, Founder...

Send us Fan Mail Today’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing supporting roles as judges, taking p...

Send us Fan Mail This week In The Suite welcomes Velera Wilson into the guest chair. Velera is a powerhouse author, speaker and coach with 15 years of marketing strategy experience working at Fortune 500 companies. As a champion of women, Velera is committed to helping ambitious women lead with confidence in relationships, careers and everyday life. In fact, Velera received industry-wide recogniti...

Send us Fan Mail It’s an honor to welcome Lori Lustberg, CFP®, CDFA™, JD to In the Suite today. Lori shares her personal story about divorce and how she found her purpose in life as a financial planner working with women, and leading them through growth and transformation. Lori is an incredible inspiration, and a woman who embodies the gift of a beautiful mind and heart and I’ve seen it over the l...

Send us Fan Mail Today we’re excited to welcome Zaneilia Harris, CFP® into In The Suite . Zaneilia is President of Harris & Harris Wealth Management Group, LLC ,  author of the book, Finance 'n Stilettos: Money Matter for the Well-Heeled Woman . Zaneilia brings a wealth of knowledge gained from her more than 25 years of experience in the financial and accounting industry. Her expertise ha...

Send us Fan Mail Today we’re excited to welcome Kelly Waltrich into In The Suite . There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions , they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions. Kelly is like a butterfly. There’s a...

Send us Fan Mail Today we’re excited to welcome Marsha Guerrier into In the Suite. Marsha is a multi-hyphenate businesswoman who, while having a full-time career in Financial Technology, also manages to be a bestselling author, speaker, business coach, and CEO of HerSuiteSpot. For the past seven years, Marsha has produced the HerRise Conference , formerly called The Women on the Rise Forum & E...

Send us Fan Mail This week In The Suite welcomes Keena Pettijohn into the guest chair. Keena has navigated her career for nearly half a century. She made a revolutionary move away from all the tech solutions, instead focusing on establishing conversations as an opportunity to create a result. She has an almost clairvoyant capacity to recognize the moment to jump ship, breaking patterns and barrier...

Send us Fan Mail Today In The Suite welcomes Nami Baral, Founder and CEO of Harvest Platform. Nami is an innovative and ambitious woman who finds herself at a unique point in time: a FinTech founder working at the intersection of finance and technology. And as an investment banker turned executive turned female founder, Nami has illustrated through her career the beauty of the pivot.   In our disc...

Send us Fan Mail This week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or h...

Send us Fan Mail This week In The Suite welcomes Eugenié George into the guest chair. As a financial wellness specialist and educator, Eugenié helps corporate and private clients lead their best financial lives. Eugenié is a determined and refreshingly transparent woman who shares how she was able to move past feelings of unworthiness to knowing she was more than enough through her journey with mo...

Send us Fan Mail This week In The Suite welcomes Stephanie Foster into the guest chair. From starting as an intern in FinTech nearly two decades ago to working her way up to her current role as Head of Regional Product Management for the Americas at Finastra , the third largest FinTech company in the world – Stephanie’s career is one of risk-taking, perseverance and continued learning.  In additio...

Send us Fan Mail Our guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagemen...

Send us Fan Mail This week In The Suite welcomes Teri Shepherd into the guest chair. Teri is President of Carson Group and has the distinct honor of being the first woman appointed to Carson Group’s Executive Team. But it didn’t come easy nor arrive on a silver platter; on the contrary. Teri’s professional journey to the C-suite was decades in the making after working numerous roles, receiving men...

Send us Fan Mail This week In The Suite welcomes Sheryl Hickerson into the guest chair. Sheryl serves as the CEO of two companies, including one of the most successful private membership organizations in FinServ, Females and Finance. In addition to leading Females and Finance, Sheryl is the CEO of Unified Financial Network and AVP of Business Development at Highland Capital Brokerage. Through all...

Send us Fan Mail There is no better time than now to advance, empower, and lead Diversity & Inclusion within the workplace. Our guest today, Cheryl Nash, CEO of Tegra118 , has pioneered this effort for the last 35 years and changed the lives and careers of countless professionals in financial services and fintech. In this episode, Cheryl Nash shares about wealth tech. As Chief Executive Office...

Send us Fan Mail Today In the Suite welcomes Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional . Dani is a spirited woman in FinTech who, through her work at TD and beyond, pushes those in the industry to be more confident, more courageous, and, certainly, more innovative.  At TD Ameritrade Institutional, Dani oversees the development of advanced investment m...

Send us Fan Mail Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners . Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money. Mary Beth’s own exposure to the financial planning i...

Send us Fan Mail Today in the In the Suite guest chair we welcome Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning, LLC. American Capital Planning, LLC is a female-owned, fiduciary, and fee-only wealth management company located in Leesburg, Virginia outside of DC. Much of Bonnie’s work at American Capital Planning is around giving back and teaching women who are going...

Send us Fan Mail Today in the In the Suite   guest chair we welcome Sasha Pilch, Co-Founder of NYC Fintech Women . Sasha arrived in the states after working for some of the biggest banks in London and her native city, Sydney, Australia. In just 2.5 years, Sasha went from not knowing a single soul in America to becoming one of the most important women leaders in NYC FinTech. Sasha’s foray into FinT...

Send us Fan Mail Today in the In the Suite guest chair we welcome Marguerita M. Cheng, CFP®, RICP® CEO of Blue Ocean Wealth, an investment advisory firm. Marguerita stepped into the position at Blue Ocean Wealth after serving as a financial advisor at Ameriprise Financial and as an analyst and editor at Towa Securities in Tokyo.  In addition to her position as CEO, Marguerita is a mother of three,...

Send us Fan Mail Today we welcome Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners to the In the Suite guest chair for this special bonus episode on Coronavirus. Carolyn was one of the few financial planning professionals to read the COVID-19 tea leaves back in 2013—calling it the next black swan. In this episode, Carolyn provides valuable insights about the virus from her earlier...