After over 20 years managing non-profits in the life science sector, I made a career shift to become a fully accredited Wealth Consultant with Life Science Wealth.

In the fall of 2023, while at Georgia Bio, I met Chris Sarlo to talk about how his firm could help life science companies. Our chat left a strong impression on me. Chris’ enthusiasm for the industry, especially for small and mid-sized companies, was contagious. With my background of seven years working closely with startups, I found it particularly appealing. I reached out to Chris afterward, expressing my interest in working together. Our discussions were fruitful, and he became my family’s wealth consultant and encouraged me to consider a career in wealth.

I was hesitant since I hadn’t worked in finance since leaving the aviation industry 21 years ago, but I decided to study for the first of three exams required for certification. I dedicated over four hours a day to studying, even on weekends, and surprisingly, I enjoyed every minute of it. This experience brought me clarity. To make for a smoother transition into my new career, we have relocated back to the DC area, but my path forward is clear.

I’m thrilled about the opportunity to work in a field I’m passionate about—finance (long story why I didn’t pursue this in business school)—while showing others the roadmap to achieve their financial goals.