Anne Marie Webster, CFP®

About Anne Marie Webster, CFP®

Well, hello there! I became an advisor in March of 2009 when the market was at its lowest in the financial crisis–and about to make a stunning rebound. (The clients I convinced to start investing in 2009 think I’m a genius now.) I graduated from Salem College in 1999 with a Bachelor of Arts in Communications which was a helpful degree to pursue considering what I do now. (Good job, 22-year-old self!) About ten years into my career as an advisor I earned the CFP® designation- an accomplishment of which I am very proud. I run my life on an excel spreadsheet and love nerding out to numbers, but my passion for this career lies in the relational and very human side of personal finance.

I’ve worked in both privately held and publicly traded financial firms large and small, but nothing compares to the joy of founding my own financial firm working with the clients of my choice. I live in Lewisville with my husband, three kiddos, two dogs, and a recording studio. We play and make a lot of music and are living proof that creatives can be great with money.

Michelle Petrowski, CFP®, CDFA

About Michelle Petrowski, CFP, CDFA, Mediator

Michelle Petrowski (formerly Buonincontri) is the Founder and CEO of Being in Abundance and is on a mission to provide access to financial planning for those that seek it. She believes that wealth is more than money and solid financial advice should not begin and be centered on investments as has been the tradition with advisors of the past. Having been a successful woman in tech, tax-preparer, married, divorced, a step-mom, single mom, a sandwich generation care-giver, a mid-life career changer, and an entrepreneur, she knows that life is shades of grey, and all aspects are inter-related.

Michelle focuses on creating a judgement free space for clients to discover and achieve their goals and dreams through the building and using of their financial resources; meeting clients where they are, rather than where they or society has told them they “should be” at this point in their life. Through a planning approach, that aligns values and financial choices and considers choices through a tax lens, Michelle guides clients to becoming exceptional stewards of their own finances, uncovering previously “unseen” possibilities for their life, and creating opportunities to have a fuller life of impact.

Through her other firm, Being Mindful in Divorce, she works with singles, couples and other divorce professionals committed to reducing the emotional and financial impact of divorce for themselves and their family. Many times, these clients are thriving professionals, sandwich generation wealth-protectors, or those of Grey divorce with a common goal of re-building a financial foundation and to support generational wealth.

In both her professional, personal and philanthropic work, Michelle is committed to financial wellbeing and expanding the perspective that wealth is more than money. She continues increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings thought her firm and her work with Savvy Ladies in NY and Fresh Start Women’s foundation in Phoenix.

Michelle, is a nationally-recognized financial expert, and has been featured in CNBC, MarketWatch, Forbes, Yahoo Finance, and digital outlets, has spoken at FPA Knowledge Circles and is a contributor on Wealth Management to Retirement Daily; TheStreet. She is a former Board Member of the Financial Planning Association in New York & Greater Phoenix, and she currently serves on the Board for the Maricopa Association of Family Mediators and the Alisa’s Angel Foundation, both in Arizona.

Schedule a free intro call to explore how we can work together to empower your financial future: https://www.beinginabundance.com/contact

Read Michelle’s blog here: https://www.beinginabundance.com/blog

Tips for the Softer Side of Retirement Planning – https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning

Marry or Live Together? Considerations for LGBTQ Couples – https://www.thestreet.com/retirement-daily/your-money/marry-or-live-together-considerations-for-lgbtq-couples

Breaking-up is Hard to Do – 3 Tax Tips to Help – https://www.thestreet.com/retirement-daily/your-money/breaking-up-is-hard-to-do-3-tax-tips-to-help

Ask Bob: We’re Divorced & Dating – How Do We Handle Long-Term Financial Decisions? https://www.thestreet.com/retirement-daily/ask-bob/ask-bob-were-divorced-dating-how-do-we-handle-long-term-financial-decisions

Five Tips for Surviving Grey Divorce in Retirement https://www.thestreet.com/retirement-daily/your-money/tips-for-surviving-grey-divorce-in-retirement

Everything You Need to Know About Social Security and Divorced Spousal Benefits –
https://www.thestreet.com/retirement-daily/planning-living-retirement/divorce-and-social-security-myths

Healthcare for Military Service Members: TRICARE
https://www.thestreet.com/retirement-daily/your-money/healthcare-for-military-service-members-tricare-14645400

Should You Keep the Family Home in Retirement? –
https://www.thestreet.com/retirement-daily/planning-living-retirement/should-you-keep-the-family-home-in-retirement-14665783

Melissa Walsh, CFP®, CFA

About Melissa Walsh, CFP®, CFA, AIF

Hello there, I’m Melissa!

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way.

I see each day as a new opportunity to enhance the lives of those I serve- my clients, my family, and my community. This intrinsic feel for what’s truly important in life helps to fuel my drive for the work I do both here at Clarity Financial Design and beyond.

I am most satisfied in life by finding injustices and righting them. I think this is why a career in finance initially appealed to me; the industry has widespread and systemic problems related to conflicts of interest, gender inequality, and lack of transparency. I’ve made a commitment to improving our industry as well as our clients’ individual lives by providing fiduciary, fee-only, transparent advice.

Today, my path is working with my clients to help them find financial clarity. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.

When I’m not at work, I enjoy volunteering in my community. I’ve made a commitment to spend 10% of my time supporting organizations that are meaningfully impacting the well-being of local girls, women, and families.

I am married to my husband, Steve, and am the mother of two smart, brave, and determined daughters. Willow is 4 and enjoys swimming, dancing, and practicing her detective skills. Lila is 3 and loves to sing, dance, and pretend to be a teacher. My hobbies are running, cooking, and reading, and I pursue these hobbies during this season of life by running after my daughters, cooking for my family and friends, and reading up on all things financial. On a typical Saturday, you’ll find me out at the beach, farmer’s market, or cheering on the Michigan Wolverines (Go Blue!).

I look forward to learning your story and helping you plan for your next step.

Carolyn Masline, CFP®, MBA

About Carolyn Masline, CFP®, MBA

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women.

My clients may be widowed, divorced, primary breadwinners, entrepreneurs, retirees, or inheritors. They’re looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes.

Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I am a CERTIFIED FINANCIAL PLANNER(™) professional, and hold the Accredited Behavioral Finance Professional(℠) credential.

I live in Northern California with my husband where we raised our three children after living in Southern California and the Midwest earlier in my life. When I’m not working with clients, I love to visit my kids in Brooklyn, Phoenix, and Los Angeles. (If you’re curious, ask me about how this relates to my Family Mission Statement.) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

Elaine King, CFP®, CDFA™

About Elaine King, CFP®, CDFA™, AFBA

Elaine King, CFP® is the founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing. She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.

Elaine is a Financial Education advocate, creator of the first family financial program in LATAM and winner of the Best Latin book award. She was recognized in 2020 in the list of Investopedia‘s Top Influential Advisor and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the WSJ, Forbes, Telemundo, CNN and is a columnist for financial journals in the US and LATAM.

Read Elaine’s blog here: https://familyandmoneymatters.com/elaine-king-blog/

Frances Harkins, CFP®, AIF

About Frances Harkins, CFP®, AIF

Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 2000. Working with those in a variety of professional fields, Frances devotes her time to developing long-term, trusting relationships with every client. In her position at Wheels Up Wealth, Frances takes pride in helping women gain greater confidence in money matters. In doing so, her goal is to help these clients feel empowered to effectively manage their financial resources.

Frances first entered the industry during a master’s level internship at Banca Serfin in Mexico City. Upon joining the field after graduation, Frances learned lending and bank operations through Bank of America’s officer training program. She went on to spend the majority of her time with the Bank’s Customized Financial Services Group assisting high-net-worth clients with their banking needs.

Frances later went on to work for the U.S. Treasury’s Office of Thrift Supervision (OTS), which is the federal regulator of savings and loan institutions. During her time there, Frances examined a broad range of thrifts’ management, financial practices and regulatory compliance. In addition, she was instrumental in developing the OTS’ Criminal Referral Unit (CRU).

Frances earned her MA in Economics and BA in Business Economics from the University of California, Santa Barbara.

Education & Designations:

Master of Arts in Economics and Bachelor of Arts in Business Economics – University of California, Santa Barbara.
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Investment Fiduciary®

Read Frances’ blog here: https://wheelsupwealthinc.com/insights

Bridget Harkins, CFP®

About Bridget Harkins, CFP®

At a young age, Bridget Harkins found empowerment in general aviation, a hobby that historically has attracted more men than women. Through her journey to earn her pilot license, she gained confidence in her ability to reach her goals. This was done by arming herself with the right coach, the right knowledge and putting in hours of hard work. She co-founded Wheels Up Wealth to impart that same confidence on her clients.

At Wheels Up Wealth, we strive to empower individuals to feel a greater sense of confidence in their financial lives. By working closely with each client, Bridget acts as a coach to simplify financial challenges and helps her clients make critical decisions toward their well-being. She brings a personalized approach by getting to understand each clients’ life goals — and creating a financial landscape that can support their vision.

With a depth of experience, Bridget has an astute perspective relating to various areas of the financial services industry, including investment research, selection and asset allocation. Bridget has an extensive background in investment advisory, having risen to regional director over her 6 years at Dimensional Fund Advisors, a leading investment management firm. After supporting over 40 independent advisors in various aspects of their work, Bridget made the shift to work directly with individuals and guide them toward their aspirations through custom-made strategies.

Beyond Wheels Up Wealth, Bridget is also part of the Financial Planning Association of the East Bay. Outside of work, Bridget and her husband are both private pilots. In their free time, you can find them flying, skiing, hiking, camping or some combination of those outdoor endeavors.

Education & Designations:

University of California, Berkeley – Bachelor of Arts in Economics, Minor in Public Policy
CERTIFIED FINANCIAL PLANNER™ professional
Licensed airplane pilot

Read Bridget’s blog here: https://wheelsupwealthinc.com/insights

Kaitlin Jones, CFP®, EA

About Kaitlin Jones, CFP®, EA

Kaitlin graduated from Whitworth University in 2010 with a degree in Speech Communications. From there she went on to receive a masters in Family Financial Planning from Montana State University. She became registered as an RIA in 2014 and completed her CFP® in 2015. Kaitlin also has an Enrolled Agent designation with the IRS, and completed training as a Chartered Divorce Financial Analyst®. She specializes in financial, tax, estate, and retirement planning. Kaitlin is a proud Moscow native, where she lives with her husband and three children. She became an adviser because she enjoys teaching clients about their financial opportunities and helping them build a practical plan to achieve their financial and life goals.

Read Kaitlin’s blog here: https://www.nsfmanagement.com/learn

Shea Newton, CFP®, RICP®

About Shea Newton, CFP®, RICP®

My name is Shea and I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned a lot through that journey that I want to share with you. By virtue of my own story and my 13+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation.

I currently live in northern Virginia with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.

I am a CFP® and a RICP®. These are my Clifton Strengths from the book Strengthsfinder 2.0:

Deliberative
Relator
Analytical
Responsibility
Futuristic

I look forward to getting to know you and supporting you in living your best life.

Nicole Brown-Griffin, CFP®, CDFA®

About Nicole Brown-Griffin, CFP®, CDFA®, AFC®, EA

Compassion and empathy are not the first couple of words you hear when discussing financial planning but that is exactly what you will be greeted with when contacting Late Bloom Advising!

Hi I’m Nicole, Founder & Principal of Late Bloom Advising. We provide Financial Planning and Investment Management to women experiencing major life transitions
& Divorce Financial Analysis through www.latebloomdivorce.com. Even though I’ve never been divorced, I followed my curiosity to learn about the monetary complexities surrounding this major life event and wanted to bring my knowledge and calm, supportive spirit to assist individuals and couples going through this transition. I help my clients learn how to position themselves to thrive financially whether it’s before, during, or after divorce.

Connect with me to discover how to avoid potential financial errors that are waiting to happen. If you are recently divorced, there are some unique financial and tax aspects you want to make sure have been addressed. To assist with that, we also provide Post Divorce Transition Guidance that gives our clients the relief they need to confidently move forward with their financial lives. We look forward to helping you!

Read Nicole’s blog here: https://www.latebloomadvising.com/blog