OUR SOLUTIONS

Empowering Women

Your Path To Security

At Sendero®, we created a platform where women could freely talk about and understand their personal finances. Our pioneering program is designed to guide women and provide clarity to their financial future. We provide the tools and education to instill confidence to create 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

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 in commanding 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.”

Partner | Chief Executive Officer | Founder

Meet Our People

Partner Liaison | Chief Executive Officer | Management Committee

General Counsel | Chief Compliance Officer

Partner Liaison | Philanthropic Specialist

Partner | Vice President

Investment Advisor

Partner Liaison | Philanthropic Specialist

Chief Financial Officer | Chief Operating Officer

Senior Portfolio Manager

Marketing Coordinator

Julie Gerron

General Counsel | Chief Compliance Officer

Insights

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