Our cross functional expertise, experience, and tools enable us to connect values to strategy and practices in a regimented and critical industry.
Authenticity
We offer and embrace a diversity of lived experience to build a foundation of trust for positive and sustainable disruption.
Purpose
We understand that deeply rooted systems in our nation call for sustainable change and embody an unwavering commitment to our shared goal of wealth equity.
Accountability
We believe in truth and hold ourselves accountable in servICE of our partners and in community.
Opportunity
We recognize and build pathways to success, paving the way for other women leaders and marginalized communities to thrive.
Innovation
From entry level to visionary, we leverage years of expertise across the financial sector to navigate, assess, and creatively reshape strategy & systems for lasting prosperity.
I’ve served with Mele on several volunteer committees focused on finance and economic development in communities of color. She brings amazing intellectual firepower and positive energy to everything she does, with a charismatic personality that always shines through.”