About Latrice

Due to limited exposure to finance as a child, I graduated college, very good at solving textbook problems but with no “real” understanding of money, how it worked or how to make it work for me. As a result, as a young successful banker I was reckless with money! I spent every dime I made and applied & charged every credit card I was approved for. By my mid-twenties I had no savings, more debt than I could manage and eventually bad credit – I even considered filing bankruptcy!

After a visit with a financial advisor, I set out to learn the “real world” of finance and not what was taught in textbooks.  After I cleaned up my horrible financial situation I studied to become a financial advisor.  I was motivated to share the fundamentals of wealth with my culture, especially women on how to become financially empowered and prepared. 

In 2013, I fulfilled that goal and become a licensed financial advisor with my Series 7 & 66 and insurance licensures. In this capacity, I assisted hundreds of individuals, families and local businesses to diagnose current financial positions and develop customized strategies to achieve financial goals such as: maximizing wealth, reducing tax liabilities, retirement planning and protecting accumulated assets through insurance strategies.  

Although I enjoyed being a traditional financial advisor, something was missing.  After attending a Women’s Empowerment Brunch on January 1, 2018, in Detroit, MI; Girl! What’s in Your P.U.R.S.E? was born!

With this platform, I coach women around the world on becoming financially empowered and prepared with tips, concepts, and strategies that address unique financial situations that women face in every stage of our lives.