INSPIRATION FINANCIAL PLANNING - Key Persons
Job Titles:
- Associate Financial Planner at Cultivating Wealth
Audrey Emerson is an Associate Financial Planner at Cultivating Wealth and CERTIFIED FINANCIAL PLANNER® candidate. Audrey's journey in personal finance began in art school. Realizing her career choice might not come with a 401k match, her casual curiosity around personal finance turned into a more urgent interest.
After graduating with a film degree from the University of Southern California, Audrey found her niche as a producer for social impact entertainment and corporate video. Her work with companies such as Netflix, Devlo Media, Creative Visions, Al Jazeera, IMAX and others have garnered several industry honors.
When Audrey caught herself reading the Summary Plan Document for a friend's retirement plan for fun, she decided to officially pursue her passion for personal finance and began studying for the CERTIFIED FINANCIAL PLANNER® (CFP®) exam which she passed in November 2021.
Audrey is interested in helping creatives (and non-creatives) meet their financial and life goals and is excited to be supporting the team at Cultivating Wealth. Currently, Audrey lives in Chicago and loves to spend as much time outside as possible. If not at her desk, she may be out training for the Pan Mass Challenge bike ride or trying new restaurants!
Job Titles:
- Associate at Cultivating Wealth
- Marketing Associate at Cultivating Wealth
Caroline recognizes the importance of reputable and reliable branding as a representation of a strong foundation of teamwork and dedication to our clients.
Caroline Gaddi is the Marketing Associate at Cultivating Wealth. A year and a half post-college and after some much-needed leisure time from schooling, Caroline crossed paths with Sara Stanich, creator of the firm, and her hilarious 5-year-old twins and after realizing their mutual respect and view on marketing, was invited to join the team.
During college, Caroline studied and graduated with high honors and a double-major degree in Writing and Rhetoric and Public Relations from the University of Rhode Island. With a passion for writing and an interest in the success of the companies she represents, Caroline brings a can-do attitude and forward-thinking on how to showcase a unique flair while ensuring optimal, positive rapport with prospective and current clients.
Caroline is Google Analytics certified, Google Ad certified and demonstrates her creativity through graphic design on Canva.
Though Caroline's home base is in Massachusetts, she spends her summers in Montauk, New York and travels throughout the remainder of the year. She enjoys exercising, reading at the beach, writing and shopping. She is currently located in Montauk.
Liz Sylvan, CFP®, CDFA® is a financial planner at Cultivating Wealth. Liz works collaboratively with individuals and families in the New York metro area and beyond to enable them to
Job Titles:
- Associate Financial Planner at Cultivating Wealth
Rebecca Incledon (she/her) is an Associate Financial Planner at Cultivating Wealth. She loves helping people use money as a tool to achieve their goals.
Before joining Cultivating Wealth, Rebecca spent 15 years in the non-profit sector, raising and managing grant funds.
Rebecca received a Certificate in Financial Planning from Northwestern University and a bachelor's degree from Brandeis University.
Rebecca lives in Chicago with her husband and two children. In her spare time, she enjoys exploring Chicago's parks with her family, listening to public-radio podcasts, and singing in choirs.
Sara founded Cultivating Wealth in 2016 after nearly 10 years in the industry. She has extensive experience working with creative professionals, entrepreneurs, and persons in the divorce process.
Financial Planning is a second career for Sara, who also spent over 10 years in marketing roles, during which time she completed her MBA at the Stern School of Business at New York University.
Sara recently relocated from Brooklyn Heights to Montauk and is enjoying the change of pace (and some time at the beach!). When Sara isn't working, you can find her in her vegetable garden, reading, or chasing down her three kids.
Job Titles:
- Advisor Perspectives! - August 5, 2021
Job Titles:
- Financial Advisor and Investment Specialist at Cultivating Wealth
Suzanne Highet is a financial advisor and investment specialist at Cultivating Wealth. Suzanne loves the intersection of finance and psychology found in financial advising. She hopes to empower her clients to experience financial clarity and peace of mind. After spending fifteen years in the investment industry and feeling full service financial advising tugging at her sleeve, she made the switch in 2018 and has been having a blast.
Suzanne earned the right to use the Chartered Financial Analyst (CFA) designation in 2006, and holds both a bachelor's degree in Economics from Carleton College and a master's degree in Economics from Claremont Graduate University.
When she's not working, Suzanne is gardening with enthusiasm but not competence; practicing yoga and strength training; walking, biking, and eating around the beautiful Pacific Northwest; singing too loudly in her kitchen; helping her daughter sell Girl Scout Cookies; and studying for her CERTIFIED FINANCIAL PLANNER® (CFP®) exam.
Suzanne lives in Portland, Oregon with her partner, two children, one stepdaughter, two rabbits and a chihuahua. She serves clients nationwide. To learn more about Suzanne, connect with her on LinkedIn.
Some of Suzanne's blog posts include:
Which is Harder - the CFA or CFP® Exam?
Brady Bunch Finances - Merging Financial Households
What is Risk Tolerance?