Our Story
Christa and Suzanne share a passion for empowering women.
They both recently rewired by tapping into their superpowers. Christa’s superpower is supporting others in clarifying their values and unlocking their superpowers to bring their BOLDEST vision to reality for the greatest impact and results. Suzanne’s superpower is helping women identify their purpose so that their next chapter in life- after a career, caregiving for family, or both!- FULFILLS them. She believes true wellness comes from physical and mental fitness plus financial strength.
Christa’s background:
Combining 19 years of leadership at Cornell University with her work supporting global leaders from Merck, Amazon, and more, Christa Combining 19 years of leadership at Cornell University with her work supporting global leaders from Merck, Amazon, and more, Christa partners with organizations and their leaders to bring their BOLDEST visions to reality for the greatest impact and results.
At Cornell University, Christa led teams to high levels of performance and innovation by creating cultures of aligned values and priorities while leveraging strengths. Her roles involved recruiting, hiring, onboarding, and retaining top talent. She collaborated with stakeholders across the university as well as volunteers and cultivated industry partnerships across engineering, tech, biomedicine, banking, law, and media to develop internship programs, student treks, and alumni hosted events.
A coach to thousands of students and alumni for career exploration and planning, she’s led workshops for groups of half a dozen to over one hundred on topics ranging from strengths to mentoring to bringing your vision to reality, in addition to facilitating outdoor team building retreats.
Christa is a Certified Professional Co-Active Coach (CPCC) and an ICF Professional Certified Coach (PCC). In the past 3 years, she has coached over one hundred founders and leaders on personal growth and business development. She now focuses on supporting organizational leaders and startup founders in bringing their BOLDEST visions to reality for the greatest impact and results. She is trained in Positive Intelligence (PQ), Emotional Intelligence (EQ), Clifton Strengths, DiSC, and 360 leadership Assessments. Client companies include Amazon, Merck, Arconic, Cornell University, and founders from across the globe.
She supports local businesses in growing to national brands. She supports new founders in establishing their direction before raising capital. She supports growing organizations and Fortune 100 companies with Executive and Leadership Coaching, Team and Leadership Development, and Strategic Priority Alignment.
Suzanne’s background:
Suzanne is a Mental Fitness coach and an expert in consulting to wealth advisors on client service, retirement planning, and how to best serve their female investors.
Suzanne currently serves as an Education Fellow for the Retirement Income Institute, a Senior Education Advisor for the Alliance for Lifetime Income (501c6), and as an Advisor for the Grossman School of Business’ Women in Leadership Program at the University of Vermont. She is passionate about helping her clients find ways to improve the financial lives of women. Suzanne also enjoys sharing her insights gained from 30 years in the investment industry through her public speaking, writing, volunteering, and coaching. Suzanne lives by the motto- Scientia potentia est- particularly when it comes to money.
Previously, Suzanne was a Principal at Milliman Financial Risk Management (FRM), LLC, where she served in management roles leading the institutional investment sales team as well as national accounts. Milliman FRM—a SEC-registered investment advisor—is a global leader in managing financial risk with approximately $161 billion in global assets as of December 31, 2022. Suzanne’s responsibilities also included client education related to FRM’s investment advisory, hedging, consulting services, and their FinTech planning tool, The RISE Score™. Prior to Milliman, Suzanne spent 20 years in the investment management industry, in a variety of consulting and leadership roles for AllianceBernstein, Merrill Lynch, and Wells Fargo Securities.
Suzanne earned a BA in Psychology from Hood College. She holds the Certified Investment Management Analyst® (CIMA®) certification, administered through the Investments & Wealth Institute™ and taught in conjunction with The University of Chicago Booth School of Business. Suzanne also holds a Certificate in Women in Leadership from Cornell and is a Certified Life Coach (CPCC). Suzanne serves on the Boards of several Boston-based non-profit organizations.
When she’s not helping clients with their mental fitness and financial well-being, she enjoys pursuing her love of travel (closing in on 50 countries!), the outdoors, photography, and her vacation home on Cape Cod.