Our Mission : At The Wealth Exec, we believe in the power of financial strategy combined with emotional intelligence/ fitness… high performance. Our mission is to help business owners, executives, and team leads build sustainable growth and true wealth—wealth that includes character, integrity, and a positive impact.
We focus on what truly matters: you, your people, and your financial strategy, guiding you to create a thriving business that enhances lives and fosters meaningful success.
Month End / Quarterly/ Annual Review Financial & Performance Results
Get your complimentary guide, “3 Key Practices to Leverage Results, Whether Good or Bad” Using Financial Statement Results sprinkled with High Performance and Emotional Intelligence to start confidently showing up as your best self.
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For me, your development is personal!
After years of hustling to raise a family and build my career, I reached a crossroads: What’s next? With over 16 years of experience as a Controller and CFO, I’ve seen firsthand the struggle many face in turning financial results into future success. But beyond the numbers, I realized there’s more to true success. That’s why I became certified in High Performance and Emotional Intelligence—because real achievement is about mastering both financial strategy and the mindset that drives lasting growth.
Read my story
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Clear Mission
As executives, your ability to understand and leverage financial acumen is crucial, but it’s your emotional intelligence that turns data-driven decisions into lasting impact. By mastering both, you not only optimize performance metrics but also cultivate a leadership style that inspires and sustains growth within your organization.
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Live and Virtual Power Sessions With Your Team
Creating a work environment that promotes engagement and effectiveness means building a team that’s motivated and committed to the company’s success. This starts by creating assets from within by caring for your team's growth.
Live and Virtual Power Sessions For Executives and Leadership Team
Creating a work environment that promotes engagement and effectiveness means building a team that’s motivated and committed to the company’s success. This starts by creating assets from within by caring for your team's growth.
Key Note
"Having the right team in place is critical for executing a company’s strategy effectively. A well-aligned team that understands the business strategy can drive higher engagement and implement decisions that directly contribute to the bottom line. For instance, companies with a customer-focused CEO and a cohesive team are reported to be 60% more profitable than their competitors"
Research by Harvard Business Publishing
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