WOMEN S ADVISORY BOARD BIOS

Transcription

1 WOMEN S ADVISORY BOARD BIOS

2 PATRICIA C. BRENNAN, CFP, CFS A graduate of Georgetown University and a Certified Financial Planner, Patti Brennan is different. Not only does she provide comprehensive wealth management, she creates integrated strategies that are unique for each client. She takes this one step further with a process that updates all financial plans each night with changes in the total portfolio. This way cash flow, income tax calculations and retirement projections stay current and live instead of obsolete with market fluctuations. Patti Brennan is not just a number cruncher. Known for her ability to see the impact of the little details on the big picture, Patti is known for communicating complex financial concepts in simple, understandable and meaningful terms. Professional Recognitions: Barron s TOP 100 Women Financial Advisors In the Nation (June 2012, 2010, July 2008 & July 2007, July 2006 The Winner s Circle Awards) The Top 1000 Financial Advisors in America (Barron s, Feb 2012, Feb 2011, Feb 2010, Feb 2009) One of America s Top 100 Independent Advisors (Fortune, March 2008, Registered Rep, Nov. 2007) One of the 50 Most Influential Women in Wealth Management (Wealth Manager Magazine, April 2008) The 50 Top Women in Wealth (Wealth Manager Magazine, May 2010) The Top Wealth Advisors #2 in the Greater Philadelphia Area Patricia C. Brennan CFP (Philadelphia Business Journal, October 2008) One of the Nations Top Wealth Advisors (Worth Magazine, February, 2010)

3 DEANNA BROWN With 20 years of experience in the financial industry ranging from consumer credit to investments and financial planning, Deanna creates and implements the proprietary 5 Step Process called The Abundant Lifestyle Approach. She works collaboratively with CPAs, attorneys and the other professionals on the Ullmann team in the best interest and outcome for her clients. Awards and Distinctions: 2014 National Recipient of National Association of Insurance and Financial Advisors Four Under Forty Award NABCAP Exemplary Advisor for proprietary Client Education and Customer Service Model, The Abundant Lifestyle Approach Jacksonville Business Journal Up & Comers Professional Memberships and Roles: Board Member, AIG Advisor Group Women s Advisory Board Jacksonville Business Journal s Leading Ladies Mentor, WIFS Women in Insurance and Financial Services NAIFA National Association of Insurance and Financial Advisors FPA Financial Planning Association Estate Planning Council of Northeast Florida

4 DAWN M. HEMMING Dawn M. Hemming has worked as an investment advisor since 1992, offering investment, insurance and plan design services to small businesses and individuals. It was her passion to build a firm founded on providing exemplary service to clients, combining her background of business management, education and counseling. Creating an infrastructure to support top notch service, Dawn developed a team approach to delivering investment advisory and planning services. She enjoys addressing each client s particular set of goals. I am passionate about listening carefully to the client s needs and concerns, and thoroughly enjoy devising creative solutions to address those needs. Since 2004, Dawn has been ranked in the top 1% of producers for SagePoint Financial, Inc. Prior to that, she continually ranked in the top 10% of producers nationwide. Dawn earned a Bachelor s Degree in Education and a Masters in Business Administration.

5 HEATHER R. O NEILL, CFP, CHFC Heather O Neill is the founder of Michigan Financial Advisors Corporation, a full service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 23 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client s needs. In addition to managing the direction of the firm, she is an integral part of all investment research and oversees the customized planning solutions for each client. Her practice provides retirement planning and wealth management services to over 170 families, individuals and small businesses. She has four full-time support staff, including her father. Heather has been an advisor with FSC Securities Corporation for 16 years. She holds Series 7, 24, 63, and 53 registrations, holds a business degree from Western Michigan University, is a Chartered Financial Consultant (ChFC) and has been a Certified Financial Planner (CFP) since She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and is currently serving on both the Women s Advisory Board and the Education Committee, representing FSC Securities Corporation. In 2013, the Women s Advisory Board launched a Mentorship initiative; Heather is currently mentoring three advisors in overall practice development.

6 ELLEN ROGIN, CPA, CFP Ellen Rogin, financial advisor and Abundance Activist, is a nationallyknown expert on women and wealth. She is President of Strategic Financial Designs Inc, a life and wealth management firm in Northfield, Illinois. Ellen serves on the Board of Directors for Metropolitan Capital Bank in Chicago where she also consults on marketing and relationship management issues with the private bankers. In her more than 20 years in the financial profession, Ellen is a top producer with FSC Securities Corporation, which is part of the AIG Advisor Group broker-dealer network. She is often called upon to share her experiences and expertise at building successful client relationships and is a frequent speaker to the financial profession and women s groups across the country. Ellen is a contributor to Horsesmouth, the Performance Improvement Network created exclusively to assist registered financial advisors serve and retain clients and a host of Horsesmouth Advisor Radio. Ellen presents nationwide to corporate audiences, organizations and associations, proposing a new and optimistic viewpoint on achieving excellence, one far greater and more meaningful than merely managing money successfully. Ellen delivers the tools people will use to turn this challenging economic time into one of meaning and opportunity for themselves and the people close to them. A desire to offer a new approach to life-time abundance led Ellen to co-author the New York Times Bestseller Picture Your Prosperity: Smart Money Moves to Turn Your Vision Into Reality and Great with Money: 6 Steps to Lifetime Success & Prosperity.

7 TIANA RONSTADT Tiana Ronstadt is a vibrant lecturer, workshop facilitator, and educator with over 20 years of financial planning experience. Her mission is to empower individuals to gain financial independence and help them reach their most ambitious dreams. Through One-on-One Consulting, as well as speaking engagements, Tiana has earned the respect of thousands who have benefited from her services. Ms. Ronstadt has expertise on serving her clients through times of serious change in their lives, including pre- and post-retirement strategizing, pre- and post-divorce financial counseling, income planning, and estate planning. Tiana Ronstadt is a contributing member of the following organizations, helping them achieve their mission: National Association of Insurance and Financial Advisors (NAIFA), Chapter Member National Association of Women Business Owners, Member Casa de la Luz Hospice Foundation, Past President Junior League of Tucson, Past President YWCA, Current Board Member Her recent achievements include: Woodbury Financial Services President s Advisor Council, and 2012 present University of Arizona, Order of Omega Hall of Fame Award, 2011 Leaders Recognition Society, Women in Insurance & Financial Services (WIFS), 2010, 2011 Member of the Million Dollar Round Table, Top 100 Representative, Woodbury Financial Services, Named to Women s Financial Group, National Bank of Arizona, 2009 present National Winner of Make Mine a Million $ Business from American Express, 2008 Provides Can Do Tips for KVOA Channel 4, the NBC Tucson affiliate, Founder of Power Women Investing, 2006 YWCA Women on the Move recipient, 2002

8 MARY STERK, CFP Mary Sterk, CFP, owner of Sterk Financial Services in Dakota Dunes, SD, is a multi-year million dollar producer. Sterk Financial Services is a certified financial planning firm, specializing in providing direction and meaning to client s financial decisions through their unique planning programs. Mary also coaches financial advisors through the Your Personal Best Coaching program ( a quarterly virtual training program designed to help you make more money, build your ideal business, and live a balanced life. Mary s inspirational story of fighting her way from Welfare to Wealth Management has motivated many people to believe that anything is possible. She built a better future despite a teenage pregnancy, living in low-income housing, and raising two small children with no child support while subsisting on food stamps. Mary has been in the investment and insurance industry since Mary earned her CFP designation through the American College in Bryn Mawr, PA. She was a long-time member of the Million Dollar Round Table, and has qualified for the prestigious Court of the Table and Top of the Table honors multiple times. She was also the 2006 national winner of the Lewis and Clark Explorer award. This honor is awarded to a financial advisor who has demonstrated tremendous business success and growth and provided excellent client care and service in the financial planning industry. Mary has completed five acquisitions of financial planning practices and has become an industry specialist in that area. She decided to share her experience in acquisitions of financial planning practices by writing the book, Buy It! The Practical Guide to Buying a Financial Services Practice. Mary was named in 2008 Wealth Magazine as one of the Top 50 Women in Wealth, was bestowed with the Siouxland Women of Excellence Award for Women Taking Risks in 2011 and was honored as one of the 2012 Top 10 Under 40 in her community. In addition, Mary developed and has taught a class at a local college entitled Financial Planning for Women. Mary is also a member of the Siouxland Estate Planning Council, a past Financial Services Institute board member, and the past chairperson of the Wood- bury Financial Services Representative Advisory Council. She was past Chair and current Executive member of Women United, current board member of the Western Iowa Tech College Foundation Board, current board member of the Sioux City Art Center, former Sioux Trails Girl Scout Leader, Siouxland Professional Women s organization, The Greater Dakota Valley Jaycees and staffing Premier Educations Family Values Focus seminars.

9 CAROLE J. WEINBERG, CPA Carole J. Weinberg, CPA is a Partner at NCA Financial Planners and Co-Chairman of the firm s Investment Research Team, a fourteenmember group whose responsibilities include investment selection and monitoring, due diligence, and asset allocation. Ms. Weinberg began her career with a regional public accounting firm where she specialized in management reporting and tax planning for individuals and closely-held companies. Since joining the firm in 1993, she has been dedicated to developing a comprehensive approach to financial planning. With such a focus, she encompasses accumulation and distribution strategies for retirement, income tax and estate planning, investment management and asset allocation to help achieve goal-oriented planning. Ms. Weinberg is a regular presenter of retirement planning seminars, a guest speaker for the Ohio Society of Certified Public Accountants, and frequent guest on local radio and television. She received her B.S. degree in Accounting from the University of Akron.