I grew up in a single-parent household, watching my mom do everything she could to hold it all together. She made sacrifices daily—for us, for stability, for survival. But I also saw how often she had to depend on others for money, guidance, and security. She didn’t always have the tools, confidence, or support to make different choices or to truly go it alone.
Very early on, I knew I wanted something different. I wanted independence, agency and control over my choices, my time, and the life I was building.
I wanted to say yes to opportunities because I could—not because I had no other option.
As my career unfolded, I saw another problem that lit a fire in me. I watched women be dismissed in financial conversations—spoken over, talked down to, or treated like passengers instead of decision-makers. I saw it happen to clients. I experienced it myself. Being underestimated. Not being taken seriously. Not being given a real seat at the table.
That was never going to be okay with me. So, I built what I wished existed.
I founded Wilcox Financial Group, a boutique financial planning firm, to create a space where women are heard, respected, and supported with real strategy—not sales pitches. A space where women leave with more than numbers on a page. They leave with clarity, confidence, and the ability to make informed decisions and advocate for themselves.
But I also knew that real change couldn’t live behind closed doors or be limited to one-on-one work alone.
That’s why I founded PowHERhouse Money Coaching, to reach more women with education, tools, and community at scale. Through books, the podcast, online education, and business coaching, we support founders and high-achieving women who want to build wealth, lead confidently, and design lives that feel aligned and intentional.
Empowerment isn’t hype—it’s skill-building. It’s helping women trust their instincts, ask better questions, speak up in rooms they were taught to stay quiet in, and ask for help without shame. It’s giving women the tools and support to confidently say, “This is what I want—and I’m willing to go after it.”
I’m deeply obsessed with this work and raising the standard. With proving that financial planning can be both strategic and human, disciplined and empathetic, supportive and results driven. I don’t just want to talk about change—I want to be part of building it.
I’m a best-selling author, keynote speaker, award-winning financial advisor, and business coach. I co-authored Money Bitch: A No-BS Guide for Smart Women to Own Their Financial Future, and I’ve been a featured author in Lead Like a Woman and Grateful: Volume 2. I also host the Becoming PowHERhouse podcast, and built a powerful community of women committed to building wealth.
My work and perspective have been featured in Forbes, Kiplinger, WomElle Magazine, and other national publications. I hold an MBA in Finance, the ChFC and CDFA designations, and am a Retirement Planning Specialist. I maintain FINRA Series 7 and 66 licenses, along with life, health, and long-term care insurance credentials.
Culture matters deeply to me. I’ve intentionally built a team grounded in relentless support, high standards, and an insatiable curiosity for learning. We are always leveling up our thinking, our systems, and our ability to deliver meaningful outcomes.
My leadership and impact have been recognized with honors including the Courageous Person Award, the SBA Small Business Award from NAWBO Buffalo Niagara, Woman of the Year by the American Business Women’s Association, the Community Service Silver Award from MassMutual, and Financial Planning Leader by Vision Financial Group.
I serve as President of Entrepreneurs’ Organization of Western New York and sit on the board of Mezzo Allies, Inc. Giving back is a core value, and I proudly donate a portion of company profits annually to organizations that uplift women and girls.
Outside of work, you’ll almost always find me training for something. Whether it’s HYROX, a Spartan, or the next physical challenge on my calendar, pushing myself physically and mentally is non-negotiable. Training is part of my daily routine. If I’m not challenging myself—building strength, discipline, and resilience, I feel off.
I also love being outside. The mountains are my happy place, and fresh air is my reset button. I’m usually walking with an audiobook, planning new adventures with girlfriends, or spending time with my husband.
I believe real wealth isn’t just measured in dollars. It’s measured in freedom, time, health, love, experiences and in peace of mind.
I want every woman who walks through our doors to feel supported, educated, and confident enough to speak up, ask for what she wants, and make bold decisions in pursuit of an ideal life!
Listen to more on my story and why here: https://youtube.com/watch?v=xsd81SQ9PbU
Practice Focus
Founders and Entrepreneurs
Strategic, Year-Round Tax Planning
Succession and Exit Strategy
Converting Enterprise Value into Personal Wealth