After 25 years as a financial advisor in the corporate world, I left a major firm in June 2012 to launch Urban Wealth Management Group. Sensing that a shift was taking place in the financial services industry, my intention was to build a platform that focused on strategic financial planning alongside investment management to better serve clients. But it was my own personal experience, my mom’s challenges in her life, and her passing in 2017 that truly inspired me to focus the practice on supporting the needs of women.