President and Founder,, Share, Save, Spend, LLC
I “grew-up” in the traditional financial services world. My first step was as a financial advisor for Thrivent Financial (formerly Lutheran Brotherhood) in Philadelphia, PA from 1988 – 1998. I did very well as an advisor and carved out a unique niche working with multigenerational families (youth and adults). In 1998, I was recruited to the corporate office where I served as vice president of marketing and communications from 1998 – 2002. Suffice it to say I enjoyed the role and learned a great deal. When the merger was announced in 2001, I served on the corporate transition team. It was a fascinating experience, but I knew I wanted to get back to my roots – focusing on multigenerational money issues.
That’s when I met George Dow – it was part of my transition package from the corporate sector to the new and exciting world of being an entrepreneur. George really helped me zero in on my true strengths and was a great sounding board during the writing of my first book, Prodigal Sons and Material Girls: How Not to Be Your Child’s ATM. The next important step in the process was to develop a business plan for my new company: Share Save Spend LLC.
One of George’s outstanding strengths is his ability to connect people of like interests and business acumen with a goal of helping each person realize their specific business and life goals. With George’s help and guidance I was very fortunate to connect with other leaders in transition. That small leadership group of like minded entrepreneurs served a critical role as I launched my new company.
George is a terrific coach, mentor and organizer! He helped me see the big picture of possibilities when it was tough to see beyond tomorrow. Today, Share Save Spend has really hit a growth curve, even in a rather tenuous economic environment. George’s ability to coach me through a significant life transition and launch a new venture speaks volumes of how he will approach your unique situation – with care, concern and open and honest feedback.