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I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth.

Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live.

Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice.

This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?”

Important Disclosures:
Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience.

Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances.

Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice.

There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk

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In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity.

With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level.

We explore:

• The birth of “financial identity” and what it means for personalization in wealth
• How AI enhances trust, empathy, and client connection
• The vulnerability gap in women’s wealth conversations
• How to build women’s networks inside financial firms
• The transformative power of imagining your “future self”

Resources Mentioned:

• Knomee Website
• Knowing Me Knowing You Podcast
• Knomee Wealth Leadership Roundtables
• Hidden Brain Podcast
  
  

⏱ Chapter Markers:
00:00 – Welcome + Why Marla’s story matters
01:08 – From JP Morgan & BlackRock to founding Knomee
04:29 – What Knomee is and who it’s for
09:00 – Behavioral finance and risk redefined
13:24 – The idea behind “financial identity”
17:35 – How often clients should re-engage with Knomee
21:43 – The role of AI in creating connection
26:26 – The vulnerability gap for women and wealth
33:03 – Building women’s networks inside firms
36:26 – How to start a women’s initiative that lasts
39:15 – Advice for women aiming for the C-suite
43:06 – Launching the “Knowing Me, Knowing You” podcast
46:45 – Nomi at Future Proof and Wealth Leadership Roundtables
48:47 – Best health + wellness tip: find your posse

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com

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In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention.

We talk about:

• Why rebranding matters more than most firms admit
• How to lead boldly without abandoning legacy
• Why Carina believes AI is “here now” (not “coming”)
• The importance of shaking things up—personally and professionally
• The underestimated power of awards, speaking, and visibility
  
  

Resources Mentioned

• GFP Private Wealth: https://gfpprivatewealth.com
• Broadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-training
• Coursera Google AI Certification: Link
• Diversitas at The University of Akron: https://www.diversitasfp.org
  
  

⏱ Chapter Markers

• 00:00 – Welcome & why this conversation was years in the making
• 01:30 – The legacy of Sally Gries and GFP’s rebrand
• 07:00 – From Chief Growth Officer to CEO in five months
• 11:20 – Why AI isn’t the future—it’s the present
• 16:20 – Building young, innovative teams
• 22:00 – Confidence, certifications, and the power of visibility
• 26:30 – Founding Stella Segunda Partners & career reinvention
• 29:50 – Flourish Women & Wealth: pioneering women’s financial education
• 31:50 – The influence of Carina’s mother and her legacy
• 34:30 – Upcoming events & what’s next for GFP
• 37:40 – Health and wellness tip: the power of changing things up

👉 Ready to be inspired? Listen now and take notes. This conversation may just spark the change you’ve been putting off.

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com