Females and Finance continues to go to great lengths to partner with others to provide an array of resources for our members. Review your membership benefits often and get the most out of your investment.
The Professionals Serving Our Members
The Andree Group | Founder
Kristin Andree has made it her life’s work to coach, challenge and empower others to lead passion-filled, powerful & prosperous lives. After a successful career in the financial services community, Kristin launched The Andree Group - a coaching and consulting firm focused on implementing creative business strategies to help companies and entrepreneurs Step Up, Stand Out, and Scale their businesses, while living their lives to the fullest. Through her coaching, consulting, podcasting, writing, and speaking, Kristin guides others to harness the power of their unique gifts, to stand proud in who they are, to succeed at the highest levels, and to truly live life.
She is a certified trainer, a master certified coach, and author of Don’t Make Me Pull This Car Over: A Roadmap for the Working Mom, and her most recent release, You’re Not for Everyone: But, You Can Be For Everyone.
Kristin resides in Atlanta, Georgia, and is an incredibly proud mom to three smart, funny, and very unique daughters!
LIFE with Arwen | Speaker - Author - Advisor
BUSINESS CONSULTANT & TRAINER
Women aren’t a niche! They're the largest part of the US population. Approximately $20 of $30 trillion is being transferred to women in the next 30 yrs. 80% will die single.
LIFE with Arwen, Inc. is devoted to leading companies and advisors, to reach and impact the women they employ and serve in the area of life and finances. When women are prioritized first, families, generations and nations are changed!
Arwen's deep desire is to help women answer that overarching question of, “Am I gonna be okay?” whether that is in the area of finance or life.
Arwen is a Financial Adviser, National Speaker, Author of 'She Handled It, So Can You!' and Co-Owner of Becker Retirement Group.
After meeting with thousands of ladies over the years, Arwen has taken a very direct focus to impacting the way women are handled in the area of finance through public speaking. Since 80% of men die married and 80% of women die single*, she had made it the mission of Becker Retirement Group to help connect with ladies in her community that aren’t getting the attention and help they need and truly deserve.
Financial Freedom Wealth Management Group | Founder
FINANCIAL PRACTICE STRATEGIST
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Julia Carlson and Lisa Dion launched their coaching program, CEO Financial Advisor in 2019. Together their dual approach of business advisor and financial advisor gives you two unique perspectives on how to strengthen your business and evolve from Financial Advisor to CEO. They coach and advise growth-minded financial advisors to build a sustainable, thriving business with a loyal team, without sacrificing personal freedom.
Strategic Advisor Solutions | Founder
FINANCIAL PRACTICE STRATEGIST
Lisa Dion is Founder of Strategic Advisor Solutions and has over 24 years’ experience working in the Independent Financial Advisor channel providing practice management and business development solutions. Her focus is servicing the CEO Financial Advisor to advise them on how to build strong foundational structures, develop growth strategies and build strong teams to take their business to the next level.
Julia Carlson and Lisa Dion launched their coaching program, CEO Financial Advisor™ in 2019. Together their dual approach of business advisor and financial advisor gives you two unique perspectives on how to strengthen your business and evolve from Financial Advisor to CEO. They coach and advise growth-minded financial advisors to build a sustainable, thriving business with a loyal team, without sacrificing personal freedom.
ResultsResourceing | Founder
FREELANCE TALENT CURATOR
Elizabeth Eiss is a results guru who helps others get work done well. She’s a thinker, creator, people and project leader, technology systems designer and an expert in today’s ‘Gig Economy.’
A technology pacesetter, Elizabeth is the founder and CEO of ResultsResourcing®, an online talent curation platform Elizabeth designed and co-developed. ResultsResourcing curates on-demand or freelance talent to help small and mid-sized businesses get more done for less. She is passionate about empowering the purpose of others through win/win solutions for buyers and sellers in today’s fluid talent market.
A serial business executive, Elizabeth is an accomplished, innovative leader who has successfully led multi-billion dollar organizations as well as start-up ventures in technology, alternative investments, and staffing. Elizabeth has a track record of progressive accomplishments in the C-suite, including roles in operations, business expansion, turn-arounds, M&A, as well as leveraging technology to build business value. She has had a particular focus on knowledge work and how technology can make experts readily available when their expertise is needed.
Joanne Giardini Russell
Giardini Medicare | Owner
Who do we help? Those approaching age 65, the financial advisor community, CPAs, human resource departments and more. Every person that turns age 65 has a decision to make regarding Medicare. That doesn't mean that you'll enroll in Medicare, it just means it warrants a good discussion taking place.
Judy Hoberman & Associates | Founder
Judy Hoberman is an award-winning, international speaker, best-selling author, trainer and leading authority on women in leadership. With over 3 decades in business, she combines wisdom and humor with her behavior shaping insights impacting audiences of 10,000 as well as small groups and even individuals through her 1:1 executive coaching and mentoring. Men and women lead, sell, manage and recruit differently and Judy is the master at improving performance and company culture empowering both genders to better support each other's successes in more productive ways.
Dr. Ed Lewellen
Transformative Thinking | CEO
BEST-SELLING AUTHOR AND FOREMOST AUTHORITY ON PEAK PERFORMANCE. My mind performance training and strategies have been used by hundreds of executives from industry-leading organizations such as Hyatt Hotels, Lockheed Martin, Kimberly Clark, UPS, Bell Helicopter in addition to elite performers and top athletes from the NFL, PGA, MMA, Professional Boxing Association and more.
Nicole Lewis-Keeber Coaching | President
Imagine what it would be like to price your services with confidence. What would it be like if your inner worth was reflected abundantly in your outer wealth? How would things change for you if you could make more money, have a sustainable business, that you actually love? As a therapist, transformational coach, and money mindset expert, this is what I help my clients do. We don't leave our baggage at the door when we start a business. I help my clients create an emotional sustainability business plan.
BGA Premier Insurance | General Agent
Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states. Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/LTC. She is a trusted resource for all options to protect clients’ estates from an extended long term care event.
Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.
Dina is married with three children and lives in Oak Park, CA.
EdD, MS Ed, MBM
Purse Strings | Founder
As a professional educator and adviser to the World Bank, I've spent three decades steeped in the financial services business. Let me be your guide to greater sales, engagement, retention, and referrals from women through our special course, a Purse Strings exclusive. Get out of the hustle of chasing and retaining clients and tap into great retention and referrals!
Lucila Williams, CFP®
The Intentional Advisor | President
The Intentional Advisor serves advisors that want to build more streamlined and successful businesses, while also raising the quality of service and financial planning the clients receive. Lucila believes that financial advisors change lives and wants to help advisors build their own High-Value, Client-Centric, Comprehensive Financial Planning EXPERIENCE. The Intentional Advisor offers 1:1 and small group consulting in addition to large group trainings and workshops.
BlueFish Advisor Marketing | Founder
Faith Zeller is the founder and owner of Reverb Digital, Bluefish Advisor Marketing and Willow and Wonder Co.
Faith is driven by her community. She has spent many years working closely with organizations and nonprofits to give back what the community has given to her. Faith sits on several boards and committees including the Chamber of Commerce Executive board, Children’s Hospital Friends Board, Mark Twain Gala Committee, Boy scouts of America CT Chapter Gala Committee and most notably the Peter P. Monaco Jr. Detachment 40, an organization supporting Veterans and their families.