Investor Mama

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Lisa L. Levy, Founder & CEO of Lcubed Consulting, is the go-to expert for founders who want to escape day-to-day operations without their companies falling apart. She helps $15M+ founders transform from reactive firefighters into strategic leaders by building self-reliant executive teams.

She builds founders out of the equation by design—not by accident.

Author of the #1 best-selling book Future Proofing Cubed, Lisa’s proprietary Adaptive Transformation Framework boosts productivity by 40% while reducing operational bottlenecks by 65%.

While most consultants trap clients in endless dependency cycles, Lisa’s battle-tested Adaptive Transformation approach delivers actual freedom. Lisa is on a mission to transfer her expertise directly to leadership teams, creating businesses that thrive without founders’ constant involvement.

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Before stepping into the world of real estate, Gina Shumway built a career as a nurse practitioner—an experience that sharpened her ability to listen, lead, and thrive under pressure. Today, she brings that same focus and heart to her work as the founder of a thriving investment business and as the owner of T&G Homes. She’s also recognized as a Top 300 Real Producer.

Gina’s real estate expertise spans investments from single family to large multifamily, land development, and new construction. As an active investor herself, she brings real-world knowledge and proven strategies to help everyone from first-time buyers to seasoned investors succeed.

Known for her hands-on approach and deep market insight, Gina is passionate about helping clients build wealth through real estate. Whether she’s guiding someone through their first property purchase or leading a complex development deal, she’s a trusted advisor who knows how to deliver results.

Gina is gregarious, driven, and thrives on a challenge. She resides in Chattanooga, Tennessee with her husband, four children, and two dogs. She loves working out, hiking, playing games, and cheering for her kids at sporting events. She is an avid reader, sings when no one is listening, and believes jamming out to music in the car is good for the soul.

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Kellie is in co-command of the Revoir Real Estate Group, a top team that serves the Springfield, Missouri region and its surrounding communities. With a team of buyer & seller agents, an operations manager, a leads manager and a marketing manager, Kellie and her mother, Linda, operate as a one-stop-shop serving the real estate needs of aspiring buyers and sellers. Last year, over 50% of their business was generated by repeat and referral clientele—a proven testament to their staying power as agents. They were also the number 1 team in her brokerage company and in the top 1% of all of the Realtors in her local Board of Realtors, a position they’ve held since 2014. For her part, Kellie cites passion, diligence, and attention to detail as some of the prime markers of her success thus far.

Episode #96: Doing it All with Kids and Instagram Mom vs. Reality Mom with Mindy Jensen from Bigger Pockets

Michelle Taylor

https://www.bizbuysell.com/

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A former financial advisor and university professor turned financial therapist — has helped thousands of people approach their finances in more intentional, healthy ways. She serves as Chief Financial Wellness Advisor at Beyond Finance where she meets weekly with hundreds of clients working their way out of debt and towards financial freedom. In addition to her work at Beyond Finance, Dr. Erika serves as Chair of the Research Board for the

Dr. Erika holds a doctorate in Personal Financial Planning from Kansas State University and is a Certified Deep Transformational Coach — an accreditation that surrounds changing patterns in actions and behaviors. She addresses holistic wellness in her treatment, incorporating the practice of yoga (she’s also a registered yoga teacher) into her comprehensive approach to financial therapy.

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Rebecca Maxcy, Director and Principal Investigator at the University of Chicago Financial Education Initiative, led the research and development of finEDge, a single-semester financial education course for high school students and Talking Cents, conversation cards developed to engage people in conversations about money. She is also an author of Everyday Mathematics. Rebecca earned a Master’s in Education from Lesley University, and a Bachelor of Arts degree from Bates College.

https://financialeducation.uchicago.edu/

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Adrienne Green is an entrepreneur and real estate investor who achieved financial freedom by building a profitable real estate portfolio and launching Workergenix, a virtual staffing agency for entrepreneurs. 

A former top-producing real estate agent, she scaled and sold a successful team specializing in investor clients, leveraging virtual assistants to drive growth. Now, she shares her expertise through coaching and courses, helping investors streamline operations and transform their portfolios into thriving businesses. 

Living her dream of traveling the world with her family, Adrienne inspires others with her story of strategic investing and effective delegation. 

Connect with her at adriennegreen.com.

Episode #160: Going from $30k in debt to $250k net worth on an average annual salary of $56k with Nicole Stanley, Founder of Arise Financial Coaching

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Nicole is a Latina founder, business owner, and head financial coach of Arise Financial Coaching. After paying off debt and increasing her family’s net worth through investing, she discovered her passion for helping women build and change their communities through wealth. Nicole battled crippling financial anxiety in her early twenties and decided that enough was enough. She enrolled in her first personal finance course which changed her life. She went from 30K in debt to building her family of four’s net worth to over a quarter-million dollars at 27. No inheritance or shortcuts. That growth was about much more than numbers in a bank account. It brought joy, confidence, and freedom into her life without money or anxiety holding me back. Nicole’s mission is to provide shame-free, easily accessible financial education and wealth-building tips that empower and give autonomy back to the lives of women!

Arise Financial Coaching has helped hundreds of women get out of debt, save money, and become confident investors. Nicole and Arise have been featured on GMA, Yahoo Finance, Time, ABC News, and more.

Episode #160: Going from $30k in debt to $250k net worth on an average annual salary of $56k with Nicole Stanley, Founder of Arise Financial Coaching

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Sophia Yudkowsky joined Mesirow Wealth Management in 2017 and has eight years of financial services experience. She is a Vice President, Wealth Advisor and is a member of Mesirow’s Investment Committee, which seeks to identify and analyze the firm’s recommended investment list through an extensive due diligence process.

Sophia is an active member on the Myra Rubinstein Weiss Leadership Board, which provides resources and education for individuals diagnosed with BRCA and other breast and ovarian cancer predisposition genes. In a special memory to her mom, Abbie, the board distributes fleece blankets to cancer patients at Highland Park Hospital’s Kellogg Cancer Center. She is also a Board Member on the American Israel Chamber of Commerce Board Chicago.

Sophia earned a Bachelor of Science in Finance from the University of Maryland – Robert H. Smith School of business. She holds Series 7 and 66 FINRA licenses and is a CERTIFIED FINANCIAL PLANNER® professional.

Episode #172: Mastering Money and Mindset – Top Strategies for Moms Facing Major Life Changes with Dr. Darla Bishop, Author of How to Afford Everything

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After spending 22 years in the TV industry, Connie pivoted to helping businesses and individuals harness the power of storytelling to make an impact. As the founder of High Five PR, she’s combined deep media expertise with a drive to champion small businesses and amplify their voices. She walked away from her corporate career to become a foster parent, knowing her purpose was bigger than a job title. She also knew she couldn’t leave behind the skills and passions that fueled me—storytelling, media production, content creation, brand building, and scaling businesses.

Now, she gets to use those gifts to help others chase their version of the American Dream—building something of their own while creating a better future for their families.

Episode #172: Mastering Money and Mindset – Top Strategies for Moms Facing Major Life Changes with Dr. Darla Bishop, Author of How to Afford Everything

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