Sendero | The Women’s Initiative
Sendero|The Women’s Initiative
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Every Stage of Your Life

Women have unique wealth management needs regardless of the phase of life. We are committed to engaging, empowering, and partnering with women to become stewards of their wealth throughout each stage of their lives. We are focused on inspiring and educating women to instill confidence in creating a healthy relationship with money now and for years to come.
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Investing In Your Future

Seeking a trusted partner who considers all elements of your life, from family to finances. We work with you to define your current needs and future objectives whether this is your first time in control, or you are used to making decisions.
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Pivotal Life Moments

It is essential that women planning for their financial futures learn how to manage their wealth throughout their lifetime. A liquidity event, death, disability, and divorce can change things in an instant. We believe women can benefit from working with an advisor who can help them understand thier options. Together, we create a thorough plan to ensure succcess and prosperity.
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Your Path to Security

At Sendero®, we created a platform where women freely talk about and understand their personal finances. Our passion is guiding women and providing clarity for their financial futures. We provide the tools and education to instill confidence in creating a healthy relationship with their money, both now and moving forward.

  • Educational programs
  • Financial knowledge
  • Events specifically designed for women by women
  • Next generation education and financial tools
  • Community cultivation and mentoring
  • Holistic approach
Sendero|The Women’s Initiative

The Power of Women

Our “Let’s Talk” program is designed to bring women together to learn, share experiences, and grow as individuals. We cover important topics such as your money story, knowing your numbers, decision making, communication, death, disability, and divorce. We don’t believe in dull education so get ready to have fun while learning!

VIEW AVAILABLE PROGRAM DATES

A Tribe of Women

No matter where you are in your journey, we have been there. As wives, mothers, sisters, only children, single, married, divorced, or widowed, we are the glue that holds our families together. We are committed to mentoring and working alongside women to command their financial lives. You have the power. We help you wield it effectively.

• Bringing you into the conversation
• Defining and acting on your values and goals
• Instilling confidence in decision making
• Engaging and supporting women
• Investing in your future
• Community of women helping women
• Finding your path to financial security

Our goal is to empower women to have the knowledge and peace of mind necessary to make solid financial decisions.

Sendero | The Women’s Initiative
Elizabeth Flavin Crawford

Partner | Chief Executive Officer
Executive Committee

Sendero | The Women’s Initiative
Tara. D Maxwell, PHR SHRM-CP

Partner | Family Engagement Founder
Management Team

Sendero | The Women’s Initiative
Anne Buckthal Chilton, CFA

Partner | Investment Advisor

Sendero | The Women’s Initiative
Lee Przybyla, CFP®

Vice President Financial Planning

Sendero | The Women’s Initiative
Kristina Craig, CPA, CGMA

Partner | Chief Financial Officer
Vice President Estate & Tax
Management Team

Sendero | The Women’s Initiative
Julie K. Gerron, CFA

General Counsel
Chief Compliance Officer

Sendero | The Women’s Initiative
Carmen M. Goerges

Partner Liaison
Philanthropic Specialist

Sendero | The Women’s Initiative
Kayla Nickleberry Williams

Marketing Coordinator

Sendero | The Women’s Initiative
Katherine LeFlore Smelko

Partner Liaison
Philanthropic Specialist

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