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Diversity in Action™

Luis Rosa and Shawn Tydlaska

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Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Acti ...
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Join Waldorf alumni Matthew Burritt and Taylor Romens as they discuss -- without too much reverence -- their experiences and perspectives of Waldorf Education, drawing from their childhood experiences as Waldorf “lifers” and then as trained Waldorf teachers. They will be joined along the way by a variety of characters who aid them in exploring the rich culture and deep intentions behind the pedagogy.
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In this episode, we are joined by Sherri Trombley and Dr. Peter Fisher. Sherri is a Director at Schwab in Business Consulting and Education and Dr. Fisher is a founding partner and CEO of Human Investing. Tune in to learn the amazing things they are both doing to increase racial diversity, close the gender gap, and create fulfilling career tracks f…
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Kate Healy is THE Next Gen Growth Builder. Kate is the CEO & Founder of AdvoKate IQ, helping wealth management firms with their NextGen growth strategy. Her previous roles include Managing Director at TD Ameritrade Institutional, Managing Director at the Center for Financial Planning, and as board member of the FinServ Foundation, and Invest In Oth…
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Today we are joined by two of our prior interns, Isaac Craps and Mahogany Person. We catch up with them to see where they are in their career journeys. Isaac was a student who majored in financial planning at the University of Illinois Urbana-Champaign, and Mahogany is a career changer who was a former teacher before pursuing financial planning. Th…
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Rebecca Ajulu-Bushell was an elite athlete who made history as the first Black woman to swim for Great Britain at the national level. She has represented both Great Britain and Kenya and eventually rose to world number one and clinched the title of British Champion. Next, Honoured as one of Forbes' 30 Under 30 in the Social Impact category and reco…
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Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has 27+ years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financ…
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Sarit Abramowicz is the First Vice President – Program Director of the Gateway Foundation by Money Management Institute, whose mission is to build meaningful change in the financial services industry by advancing diversity, equity, and inclusion. Gateway’s three strategic priorities include, financial literacy, career exposure and preparation, and …
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Carina is a financial services veteran, having built and sold several wealth management firms and mentored dozens of young people entering the profession. She’s a frequent source for national media on diversity and succession planning. She currently is serving in two roles: Director of Diversitas at The University of Akron, and as Founder-CEO of St…
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Nicole Ridley is a highly accomplished leader with extensive experience in Finance, Investments, Commercial Real Estate, Strategic Relationship Management, and Diversity, Equity & Inclusion. With over 15 years of experience, Nicole’s results-oriented, innovative, and enthusiastic approach will be a tremendous asset to FARE. She is known for her pro…
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Ana is a community builder, connector, and award-winning content creator in financial services. She is the co-founder of the SER Summit for Latinos in FinServ and currently serves as a director of coaching and advisor content at Carson Group. Notes: In this episode, Shawn, Luis, and Ana talk about: Ana’s background and journey into financial servic…
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Tune in to this kick off episode as Shawn and Luis discuss everything BLX since the program’s inception. The application window for 2025 internships is opening soon, and Shawn and Luis provide an update on all the exciting things at BLX. Notes: In this episode, Shawn and Luis talk about: Celebrating successes and providing an update on how things h…
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In this episode, Matthew and Taylor explore Rudolf Steiner's six basic/protective exercises. To help us through this topic, we relied on the handout by Tom van Gelder, from 2011 entitled: "The Six Basic Exercises by Rudolf Steiner". This handout is easily found through a internet search of the title.…
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This week on Hard Beeswax, Matthew and Taylor interviews Rebecca Burritt, a Waldorf alumni from the Green Meadow Waldorf School in Chestnut Ridge, New York, and an art instructor. As Matthew's younger sister, the conversation promises many delicious sibling tidbits.By Matthew Burritt & Taylor Romens
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This week on Hard Beeswax, Matthew and Taylor talk Waldorf art pedagogy, wet-on-wet watercolor painting, and why the blue paint smells bad with Green Meadow alumnus Sara Parrilli, who is now a Waldorf art teacher at the Hawthorne Valley Waldorf School in New York. Link to Sara's watercolor activities on YouTube is here: https://youtu.be/GlS0DIgf2eU…
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In this episode Matthew and Taylor have a conversation with Douglas Gerwin, the Executive Director of the Center for Anthroposophy and the Executive Director of the Research Institute for Waldorf Education. Affectionately known to many as "Captain Waldorf", Douglas shares his insights into the pedagogical law and his biography as a Waldorf alumnus …
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This week we present another Tales from the Cosmic Bathtub episode. Cohosts Matthew Burritt and Taylor Romens speak with our producer Andy Smith about the temperaments that Waldorf grade school teachers use to understand their students and the planetary types that Waldorf high school teachers use to understand adolescents in their learning process.…
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Cohosts Matthew Burritt and Taylor Romens spoke with Matthew Moraine, a graduate of the Sacramento Waldorf School, class of 1997. Matthew’s professional pursuits led him into the marine corps, where he trained as a C-130 pilot and served in Afghanistan. Now, Matthew is a commercial pilot and caring father.…
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to speak with Addison Nace, who is currently working on her PhD in Design Studies in the school of Human Ecology at the University of Wisconsin, Madison. We caught up with her in Chiapas, Mexico, where Addison is living as she pursues her research. Addison is a graduate of the Santa Fe…
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Cohosts Matthew Burritt and Taylor Romens had the opportunity to speak with Dameron Midgette, parent to three Waldorf alums, who was involved in two different Waldorf communities over the past few decades. We spoke about his experiences, his thoughts on raising kids in the Waldorf tradition, and the evolving nature of Waldorf community life.…
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to interview Karl Johnson, a Waldorf educator of 38-years. Karl has served as a class teacher, educational support specialist, outdoor educator and pedagogical chair for several schools. Karl is also an experienced mentor, consultant, and teacher trainer, who has mentored and trained h…
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Welcome to the tenth episode of the Diversity in Action™ podcast Season 2! In today's episode, we are joined by Guy Lawrence, a Senior Operations Manager of Advisor Business Solutions, Inc based in Long Beach, CA. The firm specializes in wealth management consulting solutions since 2001 providing HR and staffing solutions, practice management (coac…
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Welcome to the ninth episode of the Diversity in Action™ podcast Season 2! In today's episode, we speak with Chris Woods, CFP®, Certified Kingdom Advisor™, and Certified Exit Planning Advisor™. Originally from St. Charles, Missouri, a suburb of St. Louis, Chris graduated from Vanderbilt University where he majored in Economics, minored in Business …
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This week on Hard Beeswax cohosts Matthew and Taylor introduce Tales from the Cosmic Bathtub, a periodic deeper dive into the foundational ideas of Waldorf education. This episode focuses on autumn festival life in many Waldorf schools and especially the festival of Michaelmas.By Matthew Burritt & Taylor Romens
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Welcome to the eighth episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guests, Leslie Tabor, Director of Business Consulting and Education for Schwab Advisor Services & Craig Jones, Managing Director and Chief Diversity Officer for the Colony Group and Co-President of the Colony Sports & Entertainment practice …
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Welcome to the seventh episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guest, Dawn Harris, the Director of Diversity and Inclusion at the Center for Financial Planning. Dawn discusses her career journey, transitioning from consumer packaged goods to multicultural marketing and the sports industry, ultimately l…
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Welcome to the sixth episode of the Diversity in Action™ podcast Season 2! In this episode of the Diversity in Action podcast, join us as we dive into the inspiring journeys of two interns who have found their calling in the world of financial planning. Rodrigo Gomez, a first-generation college graduate, takes us through his transformation from a p…
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Co-Hosts Matthew Burritt and Taylor Romens discuss their Waldorf origins, tracing through their lives as to how they arrived where they are today: trained Waldorf high school teachers. Follow them from the kindergarten tree stumps through the grades, all the way up to high school. Then see how far they went out into the world before ultimately circ…
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Co-Hosts Matthew Burritt and Taylor Romens discuss their Waldorf origins, tracing through their lives as to how they arrived where they are today: trained Waldorf high school teachers. Follow them from the kindergarten tree stumps through the grades, all the way up to high school. Then see how far they went out into the world before ultimately circ…
  continue reading
 
Welcome to the fifth episode of the Diversity in Action™ podcast Season 2! In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like …
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Welcome to the fourth episode of the Diversity in Action™ podcast Season 2! In today's episode, our guest Dr. Barry Mulholland is the Director of the Financial Planning Program and Associate Professor of Practice at The University of Akron. He also has a Ph.D. in personal financial planning from Texas Tech University. Barry is the founder of the Di…
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Welcome to the third episode of the Diversity in Action™ podcast Season 2! In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP mak…
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Welcome to the second episode of the Diversity in Action™ podcast Season 2! Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support …
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