My personal mission is to support as a financial advisor and a financial activist is to help investors adopt investing practices that build community wealth and power, and transition our world of extraction towards a world of interdependence, liberation, and resilience.
As a CERTIFIED FINANCIAL PLANNER™, I approach my work with a planning mindset first. Because I believe that financial decisions should be holistic, I start with listening first, to make sure I understand your dreams, aspirations, and goals.
How I Am Different
- I am a nurturing, hands-on, collaborative and compassionate advisor that runs a black-woman-owned small business
- I incorporate tax-planning into the financial planning consulting and portfolio management work with my clients. This is very powerful, and something most financial advisors are not able to offer “in-house”
- I am anchored in strong family values and a brighter vision of our world
- I offer a collaborative and holistic approach to money mindsets, habits and wealth management
- I have served in a leadership role as a Trust Steward with Natural Investments PBLLC since 2023.
I Want to Support People Who are Conscious about Where They Invest Their Money and Who Want to Invest in a More Sustainable, Equitable World
Prior to my work in finance, I spent the first 10 years of my professional career working in the entertainment industry. I helped produce popular shows for FX Networks, and later served as a producer and communications director for actor and activist Danny Glover. As I took on more special projects related to social justice, and women’s and girls’ empowerment, I began to witness the power of money to accelerate positive social change. I also saw a greater need for more representation of women of color in professional advising roles within the socially responsible investment industry.
I took on my first role as an advisor in 2015, and after working briefly at a Wall Street firm, I quickly discovered that it was not the right place for me to build my career because the practices and culture there were not aligned with my personal values. In 2016, I co-founded Strategy Squad – an independent wealth management consulting business – with my co-founder, and father, Dennis N. Middleton, CPA.
When I’m not advising clients, I stay involved in my local community by helping community organizations access capital needed to grow and sustain their vitally important work. When I’m not working, I enjoy spending time with my loving husband and two incredible daughters.
Please reach out by phone or email if you’d like to set up a free initial consultation. I would be very interested to learn about your situation and interests and see how I may be of service.
