NAPFA Women's Initiative

Mission

The NAPFA Women’s Initiative strives to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. We work toward this mission by building a community of women advisors, providing programs at NAPFA events, attracting media attention through articles in financial publications, and providing networking, advocacy, and mentorship opportunities to women.

Committee Members

NAPFA's Women Initiative Committee is made up of dedicated volunteers who are passionate about developing women as leaders in the financial planning profession. To contact them, please click on their names below.

Committee Chairs:

Janelle Woods, Cookson Peirce

Abby Hasling, HC Financial Advisors

Committee Members:

Rachel DeCarolis, Northstar Financial Planning

Susan Green, Wescott Financial Advisory Group LLC

Sana Haque, Gianola Financial Planning

Amber Miller, The Planning Center

Marie Thomasson, Modern Assets

Danika Waddell, Xena Financial Planning

Alyssa Yocom, Schultz Financial Group, Inc.

Board Liaison:

Amy Irvine, Rooted Planning Group

Connect with NAPFA's Women's Initiative

NAPFA's Women's Initiative currently hosts a Facebook group dedicated to sharing stories, conversation and thought leadership content that coincides with the mission of the Initiative.

Join the group here.

View Interviews with Long-standing Female NAPFA Members

Learn about how some of NAPFA's long-standing female advisors got started in the financial planning industry and as members of NAPFA. Each woman interviewed below has been a member of NAPFA for more than 30 years!

Interview with Vicki Schultz, BS, CFP®, MBA

Vicki is the founder of Schultz Financial Group and has served on NAPFA’s Board of Directors.

Interviewer: Alyssa Yocom, MS, CFP®, Wealth Manager

Interview with Janet Briaud, CFP®

Janet Briaud, CFP® is the founder of Briaud Financial Advisors and has been a NAPFA member of more than 30 years.

Interviewer: Alyssa Yocom, MS, CFP®, Wealth Manager

Interview with Sharon Rich, EdD

Sharon Rich, EdD is the founder of Womoney.

Interviewer: Rachel DeCarolis, CFP®, CeFT®

Interview with Mary Dean, MBA, CPA, PFS, CFP®

Mary is the founder of Dean Roland Russell.

Interviewer: Amy Irvine, CFP®, EA, MPAS®, CCFC

Interview with Susan John, CFP®

Susan is the founder and president of Financial Focus, Inc.

Interviewer: Abby Hasling, CFP®, ChSNC®