As a professional coach, Katie has made it her mission to use her life experience, insights and passion to inspire and support others. Through one-on-one coaching, she gives clients the tools to tap into your grit, personal courage, and joy to over-come challenges big and small.
Erin E. Wilson, CIMA
Erin has spent the past 20 years in financial services serving clients and advisors in a variety of critical capacities. She started her career as an assistant to a financial advisory team. For the past 10 years she has served as a portfolio construction specialist for a major Canadian asset manager…
Jeff has 35 years of copywriting and strategic planning experience. He joined Thrivos in 2019, working on a large variety of projects including practice management and value add content development. Jeff and his wife split their time between Connecticut and New Hampshire, and have one daughter who is also a writer. When not at work, he is an avid tennis player and also enjoys cycling, hiking, and music.
Client Concierge Associate
Antoinette is a native of Long Island, New York. She earned an MBA from Long Island University and has worked in the financial services industry since 2001. Antoinette has also worked for H&R Block preparing personal and business returns as well as teaching tax preparation courses during the off-season. She held a few roles at Merrill Lynch, but her greatest joy…