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!
Idea Decanter | Co-Founder
Laura Garfield started her career in broadcast journalism learning how to ask the right questions to get to the heart of the story. Her experience, from small market TV in Hastings, NE all the way up through positions at CBS News in New York and then CNN in Atlanta, gives her unique perspective on digital storytelling. In 2014, she co-founded Idea Decanter to help financial services clients leverage digital to become broadcasters of their own brands.
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.
Idea Decanter | co-Founder
Sharon Gottula spent 20 years as a commercial photographer, focusing her talent on everything from portraiture to architecture and food for national and international publications such as Newsweek, Men’s Fitness and Prevention Magazine. When she co-founded Idea Decanter, she began helping clients in the wealth sector breathe new life into their marketing strategies with video. Sharon specializes in finding visual ways to explain complex concepts and telling your story in 2 minutes or less.
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.