Mitlin Money Mindset
Empowering the Next Generation with Kellan Brown
Key Takeaways
- Kellan's path to leadership in finance
- Transitioning careers during the pandemic
- The impact of a pivotal “Queen Bee” experience on mentorship
- Distinguishing mentorship from sponsorship
- The mission and pillars of the FinServ Foundation
- Tips for leaning into mentorship at any career stage
- Transitioning skillsets across industries
Meet the Guest
Kellan Brown
Kellan Brown
Chief Operating Officer/Chief Development Officer, 100 Women in Finance
Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community.
Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms. In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee.
Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024.
Show Notes
Mentorship can shape not just careers, but entire industries, especially when it’s driven by purpose and authenticity.
How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector.
Resources
Learn more about Larry Sprung's book, "Financial Planning Made Personal."
The JOY and Productivity Journal by Lawrence Sprung
JOYful Finances for Couples
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️