Passionate about improving the financial lives of Americans. #Fintech evangelist and strategic advisor. @UTexasMSTC Class of 2019.
Austin, TX
Joined April 2013
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Be an #ARARetirementAdvocate and tell Congress to #SecuretheRetirementBag and our #401k bit.ly/3VeVheE
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#envsummit has been inspiring! Thanks to Dana D’Auria for your shoutout of Sallus Retirement! We’re thrilled w/our ENV partnership that ensures that ALL American works have access to a 401k plan! @ENVintel
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First #EnvestnetAdvisorSummit in IRL in 3 yrs! Looking forward to the new innovative ideas they’re rolling out and to connecting with the incredible folks who are here!
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Advisors… did you know that 5M employers do not offer a 401k plan today? Join us as we offer real & practical ways for you capture your share of this huge market.
Looking to build a better small plan-focused practice? @401kottler and Jeremy Weith have solutions! Just one of the compelling, practical, and inspiring workshops at the #napa401ksummit - April 3-5, Tampa Bay - napasummit.org
Brian Graff,…lnkd.in/enVAWVeG
VOTE for @juliemarienolke! And then check out her entire YouTube channel! She’s one of the few bright spots this past year. 🗳 DO IT: wbby.co/vid-viral #Webbys
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Check out my latest column for RPA Convergence at @investmentnews
Top 8 fintech trends shaped by the pandemic rpaconvergence.com/fintech-t…
no kidding! yet it happens all the time. ironically, there aren't many innovators/early adopters in VC.
I just love venture firms that are like, yes we really like to come in when the company has:
Meaningful revenue.
Clear product market fit.
Capital efficient and repeatable business model.
You think?! 😂
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Beyond disappointing! #DoBetter If not now, when?
Welp Folks.. This is disappointing..Not ONE Black woman speaking on the @investmentnews Women Adviser Summit agenda this fall. #RepresentationMatters #DoBetter
Just donated! If you can, pls support the great work of @siliconhillsnew
Silicon Hills News Operating Expenses gofundme.com/f/silicon-hills…
Highly recommend this course! @gordondaugherty is one of the most astute folks in startup community & an incredible teacher.
Startup Founders: What are you doing in mid-July? The wk of the 20th, I'll be hosting the qtrly @CapitalFactory Founders Academy lunch-n-learn boot camp. No charge & 100% virtual.
If you'd like to dramatically improve your odds of success, register here: foundersacademy.eventbrite.c…
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@DivIncatx has been impactful in the #ATX community for years — helping give underrepresented founders more visibility. Now this! Love @PrestonLJ2 @monicadivinc and @tbrookemichelle for all that you do!
4 yrs ago DivInc launched to create a diverse & inclusive tech ecosystem, to close the wealth gap, to remove barriers. 🔥 Today, we’re launching our Social Justice Innovation Accelerator, using our expertise to put an end to systemic racism. DivInc.org/apply
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I've signed up to help sort & distribute. Like firefighters, our frontline med pros go head-on into the danger and we need to do any/everything we can to support them.
Some of my fave ppl are in this photo! Thank YOU, Divinc for all you do for the Austin community!
We're ever-grateful for our incredible DivInc family and community. If we haven't told you lately, thank you. If we haven't caught up in a while, let's change that. divinc.org
Happy birthday to my favorite Founder!! 🎂🧁🎂😀
To think one day I’d be celebrating my bday as a founder of a #Techstars backed company...life is good. Statistically, I’m also in the right age bracket to make it happen. @Revealix is on the clock and ready to rock! :)
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Great event! Thanks for all you do @DivIncatx and @UTexasMSTC to improve our #ATX community!
Thx to @DivIncatx and @UTexasMSTC for co-hosting a happy hour at @UTexasMcCombs School of Business to talk about ways to bring more people into the economy. By expanding access to a greater diversity of entrepreneurs, investors and mentors, we build a stronger economy.
Excellent job Brooke! You perfectly articulated @DivIncatx’s value!
What question do you get asked a lot about your company? Ours at @DivIncatx: "What's Your UVP?" Here’s my answer. #thereisnosecretsauce #leadbyexample
linkedin.com/pulse/whats-you…
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Check out this Meetup: Cofounder Austin Meetup Keynote Speaker William Hurley. @whurley is always insightful and funny!! meetup.com/CoFounder-Austin/… #Meetup #Austin via @Meetup