My work at Meira...
How did I get so lucky? I have found a profession in which I can truly be impactful in helping people have better lives, I can use my analytical skills and make a good living. At Meira Wealth (formerly The Lubitz Financial Group), my role as the Founder has been to build a sustainable business and build a great team, be an evangelist for Financial Planning, find great clients and serve these clients as their trusted Advisor – whom I’ve had the honor and pleasure of doing so for close to 30 years.
I am an ‘accidental’ entrepreneur, so I built the firm to reflect how I want to be treated: with respect, honesty, responsiveness, and to have a real person answer the phone when I call! I think I have achieved this but am always soliciting ways to be better, both personally and for the firm. I love public speaking, especially to small groups with a goal of having a stimulating conversation about personal finance and investments and answering questions. The best gatherings are those in which it is a two-way discussion and not just a “talking head.” The clients I find I can be most impactful with are those who are going through a life transition, such as loss of a partner through divorce or death, loss of a job, or suddenly wealthy through an inheritance or business liquidity event. Perhaps that’s because I’ve had personal experiences with these kinds of losses, so I can easily empathize and help them have a quality life, reimagined.
… and beyond.
My journey into Financial Planning started in the early days of the profession after an 18-year career at AmeriFirst which started as a Teller and culminated as Founder and President of AmeriFirst Securities Corporation and the first woman head of a subsidiary company. Sometimes, timing is everything and I feel so very fortunate to have been part of this nascent profession. I’ve met and made friends with most of the thought leaders in the Financial Planning world who became role models and resources as I built my business, one of whom became my husband, Norm Boone. One of my personal themes has been to give back to the profession and to the community, and over the years I have served the profession as a member of the National Board of the Financial Planning Association (FPA), the TIAA-Cref Institute Advisory Board, and the Florida Bankers Trust School faculty. Understanding that sharing and collaboration build better outcomes, I was co-founder of the Capstone Group, a study group consortium of the top financial planning firms in the country.
Locally, I have served as Presidents of The Planned Giving Council and the Miami Forum (the first Miami women’s networking group) and on the Boards of The Rotary Club of Miami, University of Miami Planned Giving Advisory Board, Friends of WLRN radio, and History Miami – additionally as the longest-tenured member of their Foundation’s Investment Management Committee. In addition to my Board service, I am especially proud of my contribution to the profession as both co-author of Investment Policy Statements-Guidelines and Templates and co-developer of an award-winning software application, IPS AdvisorPro, which provided on-line tools to help advisors easily develop best practice investment policy statements for their clients. Morningstar named our software the Best Software of the Year, the year of its launch.
Although I was raised in Manhasset, NY, South Florida has been my home since 1970. Along the way, I attended Agnes Scott College, an all-women institution in Atlanta, and it was here that my strong support of choice in education was born. It’s not for every woman, but I found a supportive environment that nurtured leadership skills and provided a strong ethical honor system. My husband, Norm Boone (former President of Mosaic Financial Partners in San Francisco), is now retired and we live a bi-coastal life in Miami, Florida, and Oakland, California. So I have made many friends on American Airlines flights!
A personal achievement I am especially proud of is summiting Mt. Kilimanjaro. As an avowed Francophile, I love to spend time in France trying to regain my previous fluency in French. I am learning to hit a little white ball around a big lawn with a stick – golf, and really loving it as I get to spend uninterrupted time with Norm and see some of the most beautiful places in the world. Cooking is a way I relax and I love attending cooking classes around the world. We love traveling to exotic places, and now that we have 4 grandchildren, bragging about them to anyone who will listen.