Blog

One Thing Mission-Driven Entrepreneurs Can’t Forget

Entrepreneurs are dreamers. Successful entrepreneurs are those who can turn vision into action by translating their dreams into a profitable product or service. To do that, your entire team needs to be on board with that vision. Otherwise, you risk...

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Changing the Lack of Women Leaders in Finance

A recent feature in the Financial Times shines a light on a very important piece of LexION Capital's mission and my own personal work: the lack of women in leadership positions in the finance industry and the need to change it. The article notes...

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5 Ways To Save Money This Holiday Season

The holiday season can fly by. To stay on track through the whirlwind and get ready for a happy and financially healthy New Year, plan ahead with a few ways to save money this holiday season.   Make a plan. Before you dive into these busy...

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An Impactful Way to Give Back This Thanksgiving

I recently blogged about how one of the things I am grateful for is the opportunity to help empower people through client-centric wealth management and help them take control of their financial lives. Another thing I am always thankful for is the...

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