Find Your Regional Delegate
Local Females and Finance Leaders In Your Area
Barb Provost, EdD, M.Ad.Ed, MBM
Visit the Chicago Forum Here
Barbara is President of Provost Consulting and Founder of Purse Strings. As an adult educator, Barbara has 25+ years of experience in the insurance and financial industry creating innovative learning strategies and programs. She is an expert consultant on the critical need for the financial industry to engage and advance the needs of women.
Visit the Denver Forum Here
Cherie is a Retirement Plan Specialist at ICMA-RC. A dynamic speaker with 20+ years of investment and financial expertise with an innate ability to engage and motivate your clients and employees to build a solid foundation of financial literacy to reach tangible outcomes and goals. Cherie is also the CEO of Cornerstone Tax & Financial Services and her specialties include Credit Repair, Budgeting, Saving, Debt Control, Investments, Estate Planning, Financial Literacy, 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, IRA, and tax preparation.
Danielle Burns, MBA, AIF®
Visit the Indianapolis Forum Here
Danielle is Vice President, Head of Business Development for CNote, a women-led investment platform that helps investors earn a better return while investing in the causes and communities that matter to them. Danielle is committed to helping narrow the wealth gap by providing education and resource support to the nations most under-served communities. Danielle and her family live in Noblesville, IN.
Cameo Roberson, AAMS®
San Francisco, California
Visit the San Francisco Forum Here
Cameo manages a dual practice at Atlas Park. She is at the intersection of intelligent business solutions and personal finance advice. In one area, she is focused on practice management expertise as a virtual COO, helping financial advisors focus on the tools and activities needed to maintain and grow a financial planning business. In the other area, she is building road maps to success. Overall, Cameo coaches women on how to navigate a pivot from corporate life into entrepreneurship with a financial plan and business strategy.
Visit the Atlanta Forum Here
Kristin Andree founded The Andree Group in 2009 after a successful career as an advisor and managing director in the financial services industry. She is a business strategist, high performance coach, speaker, mom, martial artist and host of the “No Limits with Kristin Andree” podcast. Her mission is to coach, challenge, and empower others to lead passion-filled, powerful and prosperous lives. Her primary focus is developing tailored business solutions and life strategies that allow you to live life on your terms: being intentional in your choices, excelling in your career, and having lots of fun along the way!
Anne Marie Noreck, MBA
New York (Upstate & Western Regions)
Visit the Upstate/Western New York Forum Here
Anne Marie is an energetic insurance partner to financial advisors across the country. As the AVP of Alternative Distribution at Highland Capital Brokerage, Anne Marie partners with financial service professionals to develop, execute, and maintain a strategy for growth that is unique to their business. She specialize in sales and marketing for insurance planning and provides a multitude of resources to help others manage their life insurance, annuity, disability and long-term care planning needs.
Visit the Boston Forum Here
Jennifer Tierney Connelly serves as Vice President, Alternative
Distribution at Highland Capital Brokerage. Jennifer has more than
18 years of experience in financial services, with the past 15 years
specializing in life insurance distribution. Jennifer is currently a member of AALU and served on the Brokerage Task Force and Women’s Task Force of AALU. She was a featured presenter at the largest Women’s conference in the United States in Boston, MA in 2014 and 2015 and has also been the Executive Key Note speaker at an internal John Hancock Women’s conference in 2014. In
2016, she was recognized by LIMRA as “Top 25 Rising Stars in Distribution.”
Beth Moss serves as Regional Vice President of Producer's Choice Network. Beth's passion is helping advisors protect and grow their business with the incorporation of insurance-based financial products. Her expertise is in the areas of Long Term Care, Life Insurance, Income, Retirement and Protective Planning with a passion for assisting others to prepare for the unexpected.
Princeton Junction, New Jersey
Meg Hanington is Co-Founder of Beacon Partners, a business consulting and executive and leadership coaching firm, serving financial advisors helping them to achieve their business goals by developing strategic plans that support business growth. Meg began her career at Merrill Lynch working in finance, asset management, technology, and product development. In 2012, Meg transitioned to work directly with financial advisors in the independent space. It was through these foundational experiences Beacon Partners was formed.
Princeton, New Jersey
Genevieve brings nearly 20 years of experience as an operations expert in the financial services industry as Co-Founder of Beacon Partners. Her background includes extensive compliance, technology, and client relationship management. As a critical thinker and problem solver, Genevieve excels at designing solutions to improve processes and building efficiencies into the day-to-day operations of an organization through the implementations of efficient workflows and technologies.
Stoy Hall, CFP®
Des Moines, Iowa
A passionate financial services professional dedicated to financial literacy, Stoy is the CEO of Trinity Investment Firm as well as Executive Director at Centric Wealth. Stoy is a highly sought after speaker and holds his CFP® designation as well as his BSBA in Finance and Business Law from Drake University.
Lauren is an associate with Westshore Wealth, a financial planning firm located in Dallas, Texas. She is currently a candidate for CFP® certification. Lauren is new to financial services but comes from a family of professionals, including her father, Jason Loveless, who is one of our male allies.
Sara Jeanne (better known as SJ) is the Director of Opportunities and part of the marketing team at Gateway Financial Partners, a national financial firm headquartered in Glastonbury, CT. SJ’s International professional background with a talent for public speaking and presenting, gives her a unique and eclectic view on professional and practice development. She is also the Marketing Director to the CEO of the Society for Financial Awareness, a non-profit organization geared towards financial education. SJ’s main goal is to discover, create and implement opportunities for advisors and to help them grow their practices.