You’re almost registered.
As a Wealth Advisor in Brighton Jones’ Washington, D.C. office, I help to provide guidance to our clients on the East Coast through expertise, analysis, and execution. On top of that, we help individuals and families go beyond the balance sheet and help with identifying philanthropic passions, crushing personal goals, and taking a deeper look into what financial wellness and happiness looks like for them. I believe in being a fiduciary for clients, which means that we sit on the same side of the table as them, not bound by conflicts of interest.
The most rewarding part of what I do is the relationships built with clients. The better I can understand the individuals and families I work with, the better I can service them in line with their goals, passions, and whatever else is important to them. I have a strong passion for helping people gain financial peace of mind and overall wellbeing.
Future-focused leader serving as Head of Women Living a Richer Life for Brighton Jones; expert in wealth management strategies for women.
"An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30 trillion opportunity by the end of the decade." - McKinsey.
Beyond this, research from HerMoney in 2022 found that "almost all women who reported being in a relationship play a role in managing not only their household finances (94%), but also managing investments (94%), and contrary to popular belief, retirement planning (94%)."
So who do we partner with? In this salon, Host Tama Smith, Athena Advisor and Category Steward for Athena's "Women & Wealth" learning and guest speaker Jesica Ray, wealth advisor at Brighton Jones, speak about the ways you can explore or get curious about selecting a money manager, or financial advisor.
Join us for a Salon or Meetup to get a peek inside our community! Peer Groups and Learning Circles are exclusively for members - log in here
A Look Inside Athena is held monthly for prospect members to come and understand how Athena works. They will learn more about the backstory of Athena, see a tour of our platform, and have the opportunity to discuss more of what they are interested in and ask questions about joining our community.
Learn about the most pressing topics facing executives today in an intimate, yet casual, virtual setting. Hosted by board directors and leaders from the world's top brands.
Gather with Athena members in your area for a casual, in-person Meetup. These are planned by request and hosted by Athena members in various cities. If you're interested in hosting and/or joining a meetup in the future, reach out to the Member Success Team and let them know.
We have an incredible community of female leaders at Athena and we want to bring you closer together! Join a Peer Group and build a network of peers you can engage with for guidance, lessons learned and insights around a shared interest. Choose a topic that most interests you or drop in and out of multiple peer groups as it suits you best. You’ll find at least one peer group available to join every week. Each live session goes for one hour, no preparation is needed, just show up as you are. We look forward to seeing you there!
A Learning Circle is an opportunity to connect with a small group of other Athena members in a focused yet casual setting, creating accountability around targeted learning to assist you in achieving your goals. Over the course of 6 sessions, club members will meet every 2 weeks to participate in an organic, peer-led discussion of the session's "chapters" consisting of 1-2 Athena salons which are to be reviewed on your own prior to the group session. When joining, members are committing to completing all 6 sessions.
Typically led by one of Athena's coaches, networking events provide members an opportunity to meet one another in a smaller intimate and virtual setting.
These are typically in-person events led by Coco and our partnering companies on topics that are relevant to the industry and audience of our business partners.
A workshop is an interactive session for members to actively practice something, such as their pitch. These sessions typically involve breakout rooms, member to member feedback and are not recorded.
For members new to Athena looking for ways to engage, these bi-weekly orientations led by an Athena Member Success Manager, provide a live tour of Athena, member success insights, and a chance to get questions answered.
Athena customizes virtual learning events with expert business leaders tailored to a unique company’s needs. These events cultivate cross-functional community, development, and learning across the partner organization.
Athena listens and we're always adding new event types and opportunities for members to engage. See what new events we are currently offering members.
No Upcoming Events Found.
Meetup
Peer Group
Peer Group
Peer Group
Salon
Peer Group
Meetup
Salon
Salon
Peer Group
Meetup
Orientation
Peer Group
Salon
Peer Group
Salon
Salon
A Look Inside Athena
Salon
Meetup
Peer Group
Salon
Peer Group
Peer Group
Salon
Peer Group
Meetup
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Meetup
Meetup
Salon
Salon
Peer Group
Salon
Salon
Meetup
Peer Group
Peer Group
Peer Group
Orientation
Salon
Peer Group
Salon
Salon
Meetup
Salon
Peer Group
Peer Group
Peer Group
Salon
Peer Group
Meetup
Salon
Meetup
A Look Inside Athena
Meetup
Salon
Peer Group
Orientation
Peer Group
Salon
Peer Group
Salon
Peer Group
Peer Group
Peer Group
Orientation
Salon
Peer Group
Peer Group
Peer Group
Salon
Orientation
Peer Group
Salon
Peer Group
Peer Group
A Look Inside Athena
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Salon
Peer Group
Peer Group
Salon
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
A Look Inside Athena
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
A Look Inside Athena
Salon
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Salon
Peer Group
Peer Group
Peer Group
A Look Inside Athena
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
A Look Inside Athena
Peer Group
Salon
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
A Look Inside Athena
Peer Group
Salon
Orientation
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Peer Group
Orientation
Peer Group
Peer Group
Peer Group
Salon
Orientation
Peer Group
Peer Group
Peer Group
A Look Inside Athena
Peer Group
Peer Group
Peer Group
Orientation
Athena Alliance is the premier executive development platform for senior-level women, offering a powerful networking community, resources, executive education, and coaching to help women advance and excel in their careers.
Invest in your senior leadership career and join our global, virtual community of the most influential women in business.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
By clicking “Sign me up!” you are agreeing to receiving marketing communications from Athena Alliance.