Welcome to Let's Endeavor
THE story
The world stage is set for the Great Wealth Transfer (up to $90 trillion to exchange hands from Boomers to Gen X,Y,Z over the next 10-20 years). The tools used and the methods of which financial firms cater to the goals of these generations are becoming more relevant than ever.
Despite the universal desire for personal growth and success, many individuals struggle to translate their dreams into tangible outcomes. When polled, 85% of Gen YZ would like some form of coaching to help them achieve their financial goals.
We aim to be at the forefront of these evolving times and provide tools that empower these next generations to Dream Big.
Changing the world, one endeavor at a time.
commitment
We are driven by a commitment to positive change in the world.
In our pursuit of this change, we firmly believe that AI holds immense promise as a force for good. Our approach is rooted in the belief that change is achieved through community, collaboration, and tools that help turn dreams into reality.
We envision a world where every individual has the opportunity to reach their full potential.
Let's Endeavor Together
Our TEAM
jessica jones, Founder
Jessica brings a 20-year background in the financial services sector, spanning wealth management, asset management, trust services, banking, and broker-dealer operations. She holds a Bachelor’s degree in Business Administration with a minor in Finance and is currently advancing her expertise through a Master of Science in Data Science, specializing in Machine Learning.
Having experienced first-hand how financial goals can change lives, the vision for Let's Endeavor is rooted in empowering society to Dream Big.
With her prior roles in leadership, she has experience in launching new entities and products, business strategy, project management, innovation and problem solving, and global operations management.
Jessica is proficient in Python, R, and SQL.
Nick Mccall, Back End Engineer
Nick is a seasoned technology professional with experience in Wealth Management and Asset Management. Nick holds a Bachelor’s degree in Computer Information Systems.
Nick leverages his experience in software development, data integration, and system optimization to provide tailored solutions that enhance operational efficiency and data accuracy for our clients.
At prior roles, his responsibilities included systems administration, tool development, and ETL workflows. That experience is helping Let's Endeavor build something truly amazing.
Nick holds designations across Snowflake, Alteryx, and Salesforce, and is proficient in Python, SQL, and JavaScript.
Tara Means, Advisory
Tara Means is a talented professional and technology consultant with experience in Wealth Management and Asset Management. She holds a Bachelor's degree in Accounting.
Tara brings a wealth of experience in CRM systems, business process automation, and software optimization. Her expertise is reinforced by a successful career where she consistently demonstrated her ability to enhance operational efficiencies and integrate complex business systems.
Throughout her career Tara has been recognized for her exceptional problem-solving skills and immaculate attention to detail, both of which are critical as we Endeavor Together.
Tara is proficient in Python, SQL, and JavaScript and holds certifications for Salesforce
Maegan Cornelius, ADVISORY
Maegan Cornelius is a detail-oriented operations professional with a strong background in financial operations and client service management. She holds a Bachelors degree in Business, Management, and Marketing.
Over her career, she has played a pivotal role in setting up operational strategies, creating standardized procedures, and developing automated workflows to enhance the efficiency of firm operations. Her hands-on approach in onboarding clients and managing cross-collaborative processes underscores her proficiency in operational risk management and client success.
With her extensive operational expertise, ability to enhance process efficiencies, and strong leadership skills, Maegan is a valuable asset to our team and an effective bridge between technology and client satisfaction in the rapidly evolving tech landscape.
community
Our team extends beyond a few faces.
It includes the hundreds of hours of input from prospective users and financial advisors who want to help their clients.
The overwhelming support we've received across the financial services industry to help us be successful.
New faces and familiar ones; being cheerleaders and helping us grow.
And support services such as Legal, UX, Front End Dev, and more.
