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:

Samantha Anderson,

Budros, Ruhlin & Roe, Inc.

Susan Green,

Wescott Financial Advisory Group LLC

Committee Members:

Jim Miller, Woodward Financial Advisors, Inc.

Eileen OConner, Hemington Wealth Management, LLC

Brooke Pinney, TD Ameritrade

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. To join the group, click here.

Upcoming 2019 Fall Conference sponsored sessions: