Sendero Wealth Management

We had the incredible honor of hosting Alison Canavan at our recent Women's Initiative event! A former international model who graced the world’s top runways, Alison shared her powerful story of overcoming mental health struggles and addiction. Her journey beyond the spotlight is one of remarkable personal transformation and empowerment, inspiring us all to live life to the fullest. Thank you, Alison, for leading such an impactful and heartfelt discussion. Alison Canavan (CMT-P) #TheWomensInitiative #SenderoWomen #Sendero #Mindfulness #WomenAndHealth #Empowerment

Episode 7 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, host Liz Crawford sits down with Shannon Davis, a remarkable woman known for her relentless fight for justice. Shannon is a wife, mother, attorney, and CEO, but she’s best recognized for taking on impossible causes and making an extraordinary impact. After changing the world once, Shannon continues to seek out new opportunities to challenge injustices and push philanthropic leaders to be bold in their mission. Tune in for one of the most inspiring stories that you will ever hear: https://ow.ly/7TN550TOCMo #SenderoWealthManagement #SenderoPodcast #ThisIsWealth #WomenInWealth #SenderoWomen #Philanthropy #WomenInPhilanthropy

We are thrilled to announce the promotion of Tara D. Maxwell to Chief Experience Officer. In this role, Tara serves as a champion for Sendero’s clients, stakeholders, and internal teams; shaping and enhancing their overall experience across all touchpoints of the firm. She is focused on creating and maintaining a consistent, positive, and impactful experience that aligns with the firm’s values and strategic goals. #SenderoWealthManagement #SenderoPeople

In this episode of This is Wealth, Liz chats with Teri Grubb. They discuss their experiences working in a male-dominated industry, Teri’s career ascent, strategies for self-advocacy, and how to overcome common workplace challenges that many women face. Tune in to this dynamic conversation filled with insights and inspiration to help you lead with confidence in your career: https://ow.ly/cyIE50TBHno #SenderoWealthManagement #SenderoPodcast #ThisIsWealth

We are thrilled to announce the promotion of Kristina G. Craig to Vice President Estate & Tax. In this role, Kristina will work with clients as a resource to navigate the intricate environment of generational wealth transitions. She strives to bring knowledge and peace to families as they navigate the complexities of estate planning. #SenderoWealthManagement #SenderoPeople

In this episode, Liz Crawford speaks with Lisa Friel, retired Ernst & Young executive and international businesswoman, and the facilitator for The Women Initiative’s program, “Let’s Talk.” They delve into Lisa’s fascinating career experience, discuss the importance of resilience and confidence, explore the power of embracing opportunities, and reflect on what it means to “live your best life.” https://ow.ly/7Tkk50TpZ9J #SenderoPodcast #ThisIsWealth

Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and provide a few tips on when and how to have them: https://ow.ly/u3Xh50Tpsvi #SenderoWealthManagement

The S&P 500 had its worst weekly performance since early March last year; driven by concerns over a slowing economy, a weakening labor market, and seasonal weakness as trading volumes picked up as investors returned from the summer vacation season. For the week, the S&P 500 finished down -4.3%, while the Nasdaq fell -5.8%, and the Dow slipped -2.9%, as per Bloomberg data: https://lnkd.in/g8FiNGRT

On this day, we pause to remember the tragic events of September 11, 2001. It’s a day that forever changed our nation, but also a day that showed the strength, resilience, and unity of the American spirit. We honor the memory of those who lost their lives, the bravery of first responders who rushed toward danger, and the countless acts of kindness and solidarity that followed in the aftermath. Today, we stand together, reflecting on the courage and compassion that define us as a nation. Let us never forget the sacrifices made, and may we continue to uphold the values of hope, freedom, and community. In remembering 9/11, we find strength in our unity and resolve to build a better future. 🇺🇸

Our Senior Philanthropic Advisor, Gregg E. Muenster, PhD, sits down with host Justin McKenzie for the latest episode of The Building Texas Show. In this episode, they explore the multifaceted world of philanthropy and discuss how philanthropy is much more than financial donations: https://ow.ly/jqkh50Tjwkf