Too Much Data, Not Enough Clarity? How to Simplify Client Conversations with Elements

Wade is an experienced operator and product leader with a background in software, finance, and growth-stage companies. He previously served as President and COO of Elements and now leads day-to-day execution with a focus on building a durable, high-quality platform that customers can rely on for years to come.

A native of Oak Park, Illinois, Oak Maple Founder Becky Walsh has been a happy Vermont transplant since 2006. Her love of both places and their signature trees inspired the name Oak Maple: a combination of strength and endurance, and beauty that can be found even in change...

Becky has always loved a challenge. As a child, she enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding her own financial firm, with the goal of raising others while building a business, reflects Becky’s entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, Becky carries on a family tradition of service oriented entrepreneurship, working with causes close to her heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association.

Becky’s background as a classically trained musician informs her financial planning approach. Her academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, Becky brings joy, creativity and a healing energy to her work.