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~ 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
Women in Finance~ New Pamplin Education series ~Contributed by Erica Mathews Just know, you can’t do it all, but you can do a lot with proper discipline and faith What led you to finance? Finance is my second career. For about 8 years, I was an interior architect. Providing a high level of service, attention…Continue Reading Women in Finance: Erica Mathews