Women in Finance ~Krystal Lee, CFP®

The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! Q&A with Krystal ~ What led you to Finance?  As a child I enjoyed and excelled at math… until about Calculus II.  After contemplating a business or engineering undergraduate degree, I decided to pursue Industrial Engineering.  Not long after becoming…Continue Reading Women in Finance ~Krystal Lee, CFP®

Women in Finance ~Heidi Goertzen, CFP®

The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! Q&A with Heidi ~ Can you share a brief bio? Where are you working now? I have had a few different finance careers over the past 20 years.  I started in investment consulting, working with large institutional clients.  From…Continue Reading Women in Finance ~Heidi Goertzen, CFP®

Women in Finance ~ Cyndi Thompson

The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! ~Contributed by Cyndi Thompson “It’s hard to be what you can’t see.” ― Marian Wright Edelman What led you to Finance? My parents both came from homes with little to no financial literacy. It had a devastating impact on their…Continue Reading Women in Finance ~ Cyndi Thompson

Women in Finance ~ Gina Jacobson

The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! What led you to Finance? When I was little, people would ask me what I wanted to be when I grew up. My answer always was, “I want to help people.” Years later, after graduating college, I moved to…Continue Reading Women in Finance ~ Gina Jacobson

Women in Finance~ Tasha Winkler

The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! ~Contributed by Tasha Winkler What led you to Finance? I’d say my mom did.  Or maybe later competition did. My mom is a strong fun-loving Italian woman.  One day, when I was maybe 8-10 years old, I was talking…Continue Reading Women in Finance~ Tasha Winkler

Women in Finance: Stephanie Gularte

Women in Finance~ New Pamplin Education series ~Contributed by Stephanie Gularte Women have innate skills that make them ideal financial advisors. What is your role with the Women’s Leadership Alliance? The WLA is a nonprofit organization and as its Executive Director, my responsibility is to further our mission to attract and engage more women into the Financial…Continue Reading Women in Finance: Stephanie Gularte