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Working Mother Magazine: 2018 Top Wealth Advisor Moms

The Work Life Balance Myth: My Focus is Work Life Fluidity

Working Mother Magazine recently named me one of the 2018 Top Wealth Advisor Moms. I am one of twelve women to receive the honor at Raymond James this year. This is particularly meaningful because being a present and engaged mom is central to my core values. My sons are always my top priority.

While I am extremely humbled to be recognized, I realize this honor does not go without a lot of long hours, occasional missed snuggles with my tiny humans, and an army of support at home and at the office. I could not possibly juggle what I do without the circle of people who support me. My husband, parents, and team at the office make this possible.

Being a working mom is a great challenge but one that is extremely worthwhile. I often reflect on the women who have inspired me to achieve more and one moment is particularly poignant.

A few years ago at our Women’s Symposium we listened to Susan Story, CEO of American Water and a member of the Board of Directors at Raymond James, discuss navigating her responsibilities at work and to her family. She told us that it’s never a balance; it’s flexibility where she gives her attention to the side of her life that needs her in that moment. This may mean missed moments at home and choosing family over work priorities when is necessary. She called it “Work Life Fluidity”.

This was the first time I witnessed a woman talk so passionately about having a family and having a career where they coexisted and one was not sacrificed for the other. This concept resonated with me and I have been trying to put her words into practice. To me, it was more of a mental shift to allow myself the flexibility to be fully immersed in both sides. There are days and weeks where my career needs more from me. There are many times when my family needs more. It’s not always perfect and that’s okay. I truly believe being a mom makes me better able to work as a financial planner and to have more empathy for my clients and my career makes me a better mom and role model than I would have been otherwise.

I have been blessed in my support system, strong role models, strong female friendships, and to work for a company who values their working moms. While I am not blessed with daughters, I view raising my sons into forward thinking and equality minded ‘feminists’ to be an equally important job. They will grow to be the next generation of coworkers, husband, fathers and mentors to more strong women and top working moms.

Here’s to Strong Women and Mothers everywhere.
May we know them, may we be them.
May we raise them, and may we raise our sons to value and support them.

Data provided by SHOOK™ Research, LLC as of October 2018. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see

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