Annie, our CEO and Owner, is a seeker, eager to learn, discontent with the status quo, and always looking for inspiring and innovative ideas that move the world forward. She leads our firm with the experience, confidence and determination of women out to change the financial industry.

Patrice, our COO, is a results-driven leader committed to operational excellence. A former Division I student-athlete, she brings discipline, resilience, and over 14 years of senior leadership experience in intercollegiate athletics. Patrice has a proven track record of leading complex organizations, building high-performing teams, and fostering a culture rooted in integrity, purpose, and exceptional service.

Andrea, our CMO, thrives at the intersection of function and beauty. A natural creative, she transforms complex financial concepts into clear, useful insights while leading client engagement with care and intention.