An expert-led conversation on knowing and growing your wealth. Pretty much from birth, women are socialized to believe we’re bad with money, and that's created a world where money is our #1 source of stress. But we want your finances to be a source of strength, not stress. Finding the confidence and motivation to start practicing financial wellness consistently isn’t easy, but in this session, we can begin to unlearn dysfunctional beliefs about women and money and start learning skills to manage and grow your wealth.
Meet our wealth roundtable
-
With over 30 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ (CFP®) since 1995. She is an active member of the Women’s Advisory Institute (WAI) at Beacon Pointe, Financial Planning Association (FPA), and Financial Services Institute (FSI). Heather has also served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Outside of the office, Heather’s focus is her family and making an impact on her community through the Lake Forest Open Lands.
-
Jane Ott, President, North South Capital, has spent over 30 years in the financial services industry starting her career in NYC at Chase Bank and later working for Banc One Capital Markets in Chicago. In 2008 she co-founded North South Capital a full-service registered investment advisor and broker dealer. Jane received her MBA from the Kellogg School of Management and a BA from St. Anselm College in NH. She served on the Board of Trustees for Econ Illinois, a provider of financial literacy education. Jane lives in Lake Forest with her husband Pete and son Ryan.
-
Tori O’Neill Shadaia, Senior Associate Wealth Advisor, is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her responsibilities include client portfolio review preparation, account administration, money transfers, and communicating with clients to provide the highest levels of service. In addition, Tori supports the comprehensive financial planning for our clients. Prior to joining Beacon Pointe, Tori was a Client Service Specialist at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Tori graduated from Michigan State University in 2019 with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori is currently enrolled in the Certified Financial Planner™ (CFP®) certification program with a projected completion in Fall 2023.
-
Kate Holland, Co-founder Suite Escape, is a graduate of The College of William & Mary, and Washington University School of Law. Kate practiced intellectually property law for over a decade with a focus on patent and trademark prosecution and litigation. Following her time at a large law firm, Kate provided intellectual property counseling to the technology transfer department of a private medical research institution.
Kate stepped away from her legal career while her children were younger and is now excited to be back at work having recently co-founded Suite Escape, a nonprofit organization dedicated to women’s personal and professional growth through relationship-building opportunities, educational and creative events, and more. Kate is also active in the community. She serves as a Trustee of Lake Forest Country Day School, sits on the Boards of the Elawa Farm Foundation, Infant Welfare Society of Lake Forest, and the Geneva Lake Conservancy.