“If you happen to be walking along a fence and come upon a turtle perched upon a fencepost, you know it didn’t get there by itself.” In this season of life, I feel like that turtle and I strive to live each day with both gratitude and appreciation for the life experiences and successes behind me as well as the challenges before me. Joining Archetype has felt like a privilege because I get to work with a team of amazing people who are working to reimagine and redefine wealth management, providing both an industry-tested investment philosophy with client services aimed to help connect their wealth with their unique purpose. I believe the work our clients do and the wealth they acquire becomes far more meaningful when they can identify the “why” behind it all.
Gretchen joins Archetype after nearly 3 years working with the National Christian Foundation, both in Houston and most recently helping to launch the New York City affiliate. Gretchen’s work as a Relationship Manager involved her walking alongside donors to strategically implement their charitable intentions and also helping them navigate the complexities of gifting non-liquid assets such as appreciated securities, real estate and business interests. A passionate educator and speaker, Gretchen also enjoyed presenting to non-profit leaders, business owners and donors on topics related to generosity, strategic charitable giving and trends in the charitable giving space.
She and her husband Brad live in Houston, Texas and have two grown children who are both married and living in Dallas. When not at work they are either travelling with family and friends, playing golf, cooking a new recipe or cheering on the Michigan Wolverines. With their kids now grown and out of the house, their new mission statements are to Keep Good Going and Finish Strong in both their personal and professional spheres.