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A Team of  Passionate Professionals

We understand that financial planning is not one-size-fits-all.

Our team is dedicated to providing women with personalized strategies that align with their unique goals, values, and aspirations. We are committed to fostering financial literacy, empowerment, and long-term security for women at every stage of life. Learn more about our dedicated team members below.

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Mary-A
Mary Abba

Client Service Associate

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Sharon Abbey

Wealth Advisor

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Shawna Bieda, CFP®, CDFA®

Senior Wealth Advisor

Florence-Bi
Florence Bird

Client Service Associate

Jaime-B
Jaime Brown

Compliance Officer

Sharon Cirillo
Sharon Cirillo

Client Service Associate

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Michelle P. Cooper, JD, MBA

Partner & Director of Women, Wealth & Wellness

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Noorjahan Enayat, CFP®

Senior Wealth Advisor

Janine-G
Janine Gonzaga

Operations Service Associate

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Sasha Kantarski CFP®, CES™, MBA

Wealth Advisor and Director of Financial Planning

Theresa-Ko
Theresa Kosma

Client Service Associate

Stacey Lee
Stacey Lee

Client Service Associate

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Beth Levine

Senior Wealth Advisor

Claire-L-transformed
Claire Lolich

Client Service Associate

Amy-Lytle
Amy Lytle

Director of Client Services

Hannah Myers
Hannah Myers

Director of Marketing

Gina Neild
Gina Neild

Client Service Associate

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Lauren O'Brien , CFP®, RICP®, CPA

Senior Wealth Advisor

Kristian-Price
Kristian K. Price

Director of Client Experience

Debbie Rayman
Debbie Rayman

Client Service Associate

Susan Roach
Susan Roach

Client Service Associate

Gail-S
Gail Stanton

Client Service Associate

Caite
Caite Stevens, CIP, BIDA®

Chief Technology Officer

Jenn-Szaro3
Jennifer Szaro, CRCP®

Chief Compliance Officer

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Jennifer Telesca , CIMA®, CRPC®

Wealth Advisor

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Nicole Treiber

Wealth Advisor

Meredith-CW
Meredith C. Wade, CRPC®

Client Service Associate

Vidya-W
Vidya White

Client Service Associate

Financial Planning, Designed for You.

Holistic, personalized advice to help women build the future they deserve.

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