Writing
Essays on M&A in the independent RIA space, and the discipline it takes.
Long-form notes from a Director at WPCG — being a female in finance, a former Division I athlete, and living in Manhattan.
RIA M&A
July 20, 2026
The Discipline Behind Sustainable Deal Sourcing
In a relationship-driven industry, the most sustainable sourcing efforts are built on genuine care paired with discipline: preparation, consistency, and patience.
RIA M&A
May 11, 2026
How RIAs Earn Premium Valuations in Today's Market
The RIA M&A market remains one of the most active corners of financial services. Here's what separates firms commanding premium multiples from those falling short.
Career
February 9, 2026
What Division I Soccer Taught Me About Business That No Classroom Could
Discipline, resilience, and quiet leadership: the lessons from years on the pitch that translate directly to sourcing deals and building a career in wealth management.
Personal
February 3, 2026
Hi, and welcome to my blog
A short introduction to what I'll be writing about — RIA M&A, wellness, faith, and the habits that keep me grounded through NYC office life.
Personal
January 7, 2026
Shannon Westhead — Wealth Partners Capital Group
A short bio: Director at Wealth Partners Capital Group, former Division I athlete, and a life built on faith, family, and fitness.