Meet the Experts
With our advisors’ average experience of 20+ years, we can be your greatest resource in planning for decades to come.
Our Team
Lorraine Ell
MANAGING PARTNER
CEO
My 40+ year international career has shown me that tired cliches and pat answers do not help most families make better investment decisions. I’m here to change that by empowering women (and the men who care about them) to manage their financial lives with greater confidence and success.
Lea Ann Knight
MANAGING PARTNER
COO, CFP®
Over the past 30 years I have helped women navigate change. Marriage, divorce, widowhood or retirement can have a profound financial and personal effect on one’s life. Understanding the whole picture, not just the investment portfolio, is why I am passionate about working with others.
Susan Koe
DIRECTOR OF FINANCIAL PLANNING
CFP®
I find that every client is unique and I delight in helping people figure out how to make money work for them. Part of that involves taking the time to get to know clients and understand their goals. That’s the reason I became a Certified Financial Planner. I am also passionate about low-cost investing. My 11 years at Vanguard taught me that cost can have a dramatic impact on a client’s long-term returns. Lowering costs gives investors the best chance at meeting their goals.
Richard Caw
SENIOR WEALTH ADVISOR
CFP®
In my 30 year career in the financial services industry I have found that educating clients and helping them understand their options is a much better approach than just telling them what to do. This creates the basis for a collaborative decision-making process that gives clients lifelong skills in managing their personal financial situation.
Jocelyn Black
SENIOR WEALTH ADVISOR
CRC®
I am proud to be a part of the B$D team and able to offer clients a refreshingly different experience from typical financial firms. Our focus is on what truly matters – integrity, empathy and stewardship.
Kathleen Connors
ASSOCIATE ADVISOR
CFP®
I am passionate about helping clients build confidence around their finances, no matter where they are in life’s journey.
Florence Lamb
EXECUTIVE ASSISTANT
I bring a unique combination of corporate, creative and customer service experience to the company.
Kim Creque
CLIENT SERVICE REPRESENTATIVE
Believes that effective communication and thoroughness are the keys to getting tasks done correctly, and always strives to meet each client where they are in their financial journey.
Julia Braum
CLIENT SERVICE REPRESENTATIVE
My commitment to clients and passion for helping others is apparent in everything I do. I enjoy going above and beyond for clients and have a sense of urgency when it comes to prioritization and meeting deadlines.
Contact us now
for a no-obligation conversation.
REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.