Each Associate Partner brings key learning initiatives to the Females and Finance community. They are not only active in general membership, but also have opted to provide coursework and leadership to the community in their respective work.
At Andree Consulting Group, Kristin Andree believes in playing to your strengths. Her private coaching and consulting programs build on those strengths where she designs customized strategies to help catapult you, your team and your business to powerhouse status!
Paul Cella entered the financial planning field in 1989. In 2006, he launched the KeyArx firm to provide cutting-edge products and services to his clientele. Paul trains, educates and distributes his total client services and products to over 100 independent financial advisors across the country.
Kyle Christensen, CFP®
Kyle Christensen is the CEO and Founder of Personal Financial Snapshot – a software program built for financial advisors by a financial advisor. Personal Financial Snapshot makes the complicated process of financial planning simple for both the planner and the client through an intuitive and easy-to-follow process.
Joanne Giardini-Russell is the CEO and Founder of Boomer Health Group. Her admitted simple focus in helping seniors choose the proper Medicare product for their lifestyle and seeing the void in our world in doing so led her to create an organization that partners with other professionals to present TRUE holistic planning.
Toni Harris Taylor
Toni Harris Taylor is an entrepreneur who is passionate about helping to transform individuals and businesses through drastic steps. The goal of her training is to create cohesive teams, increase productivity, improve the working environment and increase the bottom-line.
Judy Hoberman is the Founder and CEO of Selling in a S.K.I.R.T. and Walking on the Glass Floor. She specializes in working with C-Suite Executives who want to Promote, Retain & Champion women in leadership positions.
Dr. Edward Lewellen
Dr. Edward Lewellen’s work has touched executives in Fortune 100 and Fortune 50 companies, along with elite athletes, some of Barron’s 100 Financial Advisors, clients worth hundreds of millions of dollars, along with those that aspire to be among the ranks of those just listed.
Since 1997, Nicole Lewis-Keeber has worked in the behavioral health field. She holds a Masters Degree in Social Work with a Clinical License and also has experience as a Psychotherapist. Today, she is known as ‘The Business Therapist’ and has created a business supporting and empowering entrepreneurial women leaders.
Adri Miller-Heckman has broken the code in marketing to women. She provides a femXadvisor model, the strategy, and the tools to help every financial advisor attain, attract, and participate in this surge of growth and wealth.
Robyn Pollack, Esq.
Robyn Pollack is CEO and Founder of Trellis. A business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively. Robyn has been actively involved in diversity issues for over fifteen years and has developed a variety of networking opportunities specifically for women.
Barbara Provost, MS Ed, EdD
With 25+ years in the insurance and financial industry, along with a Masters in Business Management, and both a Master and Doctorate of Adult and Continuing Education, and Certified Business Coach, Barb Provost is the CEO and Founder of Purse Strings, a community designed for women who want to master their relationship with money and feel secure about their financial future.
Sam X Renick
Sam X Renick is an award winning financial educator, children’s author, songwriter, and entrepreneur. He is the driving force behind Sammy Rabbit and his Dream Big Read financial education strategy.
Kristen Schmidt is a Technology Strategist & Consultant to Registered Investment Advisory firms and industry leading technology companies. She is also a sought-after keynote speaker and game-changer in promoting operational efficiencies.
Laura Shelton Garfield
Laura Shelton Garfield is a co-Founder of Idea Decanter where they specialize in video marketing for health and wealth clients. It means she knows the ins and outs of compliance and HIPAA. Together, they help you create videos you can use by telling visual stories and working with you to create a plan for getting those stories viewed.
Lucila A. Williams, CFP®
Lucila Williams is the president and founder of The Intentional Advisor, a practice management consulting firm that helps financial advisors build their practices with PURPOSE. The Intentional Advisor helps advisors envision their dream practice and then build the client service models and processes to make it a reality.