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®
The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! What led you to Finance? Finance has always captivated my interest due to my natural affinity for numbers and my exceptional skills in mathematics. During my college years, I pursued a major in business administration, and it was during…Continue Reading Women in Finance ~ Victoria Lugli
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