On episode 6 of Decision Dialogues, Mark Willoughby speaks to Karen Keatley. Karen talks about her experiences in the asset management world, and how she found that Wall Street was both male-dominated and outwardly hostile to women trying to establish a career. Karen eventually transitioned to starting her own firm. Her decisions led to outstanding growth and her firm's eventual merger with Modera in 2019. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

On episode 5 of Decision Dialogues, Mark Willoughby and Jennifer Faherty talk to Gary Zimmerman, who founded MaxMyInterest.com, an intelligent cash management solution. They discuss Gary's decision to leave his career as an investment advisor to found Max My Interest—from noticing the problem, to “de-risking” his business plan, figuring out the technological and security challenges, and the support he had from his wife. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

For episode 4 of Decision Dialogues, Mark Willoughby and Laurie Kane Burkhardt speak with Tracey Spruce, founding member of Spruce Law, LLC. Tracey’s decision to start her own law practice, in the midst of her second pregnancy, was a rousing success thanks to a great deal of flexibility. Tracey has stuck to that philosophy ever since, and says she has “no regrets” about any of the decisions she’s made with that in mind. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

On episode 3 of Decision Dialogues, Brian Shoemaker, Founder and Principal Consultant at ShoeBar Associates, talks with Mark Willoughby and Laurie Kane Burkhart about feeling unfulfilled and yearning for more, which drove him to start his own consultancy. Brian discusses the decisions he faced, the importance of having a supportive partner and the role of Agile Methodology in his work and decision making. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.

On the inaugural episode of Decision Dialogues, Mark Willoughby and Jennifer Faherty of Modera are joined by Monique de Maio, CEO of ondemand CMO. Monique talks about her family's “immigrant-itis” and its effect on the decisions she made as she started to mold her career path from a young age, and then the inflection point she faced in corporate America which led to her decision to start her own full service marketing firm. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues

On episode 2 of Decision Dialogues, Mark Willoughby and Jennifer Faherty of Modera are joined by Chieh Huang, Co-Founder and CEO of online bulk grocery supplier Boxed.com. Chieh talks about how dissatisfaction with his life as he saw it unfolding at a big law firm, coupled with an enterpreneurial spirit and his group of “a bunch of tech geeks,” led him to start looking at the cutting edge of retail trends in the modern world. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues

Coming soon, Decision Dialogues brought to you by Modera Wealth Management.