Dana Wilson, is the founder of CHIP. CHIP was founded to help provide resources to black and Latinx financial professionals and to help others get to connected to these professionals. She is a customer-focused financial professional with 15+ years of industry experience gained from roles as an Investment Advisor before her start up of CHIP.
Myrna Rivera, Founder and Senior Adviser of Consultiva Wealth Management Corp. (“Consultiva”), is a 40-year veteran in the field of investment management consulting.
A Certified Investment Management Analyst (“CIMA™”), Ms. Rivera is recognized as a pioneer in the industry, having contributed early on to developing standard investment management practices employed nationally today, for middle market endowments and foundations, public and private pension and insurance entities, credit unions, Taft Hartley Benefit plans and individuals and families.
In 1999, she founded Consultiva Internacional, one of the first locally owned independent asset management advisory firms in Puerto Rico. Under her leadership Consultiva grew its asset oversight and gained national prominence, appearing on Wealth Management’s roster of Top 10 US Women- Registered Investment Advisers, and ranking #1 in 2015. She has been listed in the “Top 100 Influential Hispanics” of Hispanic Business Magazine (www.hispanicbusiness.com).
Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management. She has been featured in multiple industry publications as a sought out national thought leader and commentator on industry topics and trends. Named one of the InvestmentNews 40 Under 40 Financial Professionals, Nina also serves as a participant for the annual Investment News Think Tank, “Future of the Financial Services Industry.” She can be found on Seasons 4 & 5 of “Practice Makeover,” an InvestmentNews video series. Nina frequently serves as a panelist and participant in think tank meetings and industry conferences. She has been a contributor on practice management and industry topics for Financial Planning Magazine. Nina has also been featured as a commentator on CNBC and ABC11 as well as in InvestmentNews, US News & World Report, The Washington Post, OnWallStreet, Bank Investment Consultant, Investor’s Business Daily, The Street, Citywire RIA Magazine, wealthmanagement.com, and more. She was named a 2019 Investopedia Top 100 Financial Advisor as well as Onalytica’s Women in Finance: Top 100 Influencers. Nina was named as one of the InvestmentNews 2020 “Women to Watch.”
Nina is the founder and organizer of the Female Advisor Network, a national membership organization dedicated to empowering female financial advisors. She has a passion for helping to drive industry advancement for female financial advisors as well as all women in financial services.
As host of “The Juggle is Real,” a video series with InvestmentNews, she candidly shared the unique challenges of working parents. She lives in Raleigh, NC with her two young boys.
Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge; skills and insights that help them meet financial and personal goals. Her boundless drive and curiosity are always evident, whether she’s creating a comprehensive financial plan, working to understand and advance women’s issues or serving as a mentor for other professionals.
As someone who’s not only beaten cancer but kicked its ass, Meredith has a growth mindset and firmly believes that perseverance and a methodical approach allow individuals to achieve any goal. In addition to her client service and community leadership, Meredith is a widely respected writer who brings a unique perspective to every topic.
Her fresh approach and insightful observations combine with 20 years of professional experience to make Meredith a compelling and sought-after speaker who is able to engage large and small groups with varied backgrounds. She has guest lectured at Georgia Tech’s Scheller College of Business, spoken at the Wall Street Journal’s Women in the Workplace and spoken at multiple international gatherings of financial advisor peers, in addition to numerous local and regional events.
Rene Nourse left a major firm in June 2012, after 25 years as a financial advisor in the corporate world, to launch Urban Wealth Management Group. Sensing that a shift was taking place in the financial services industry, her intention was to build a platform that focused on strategic financial planning alongside investment management to better serve clients. But it was Rene’s own personal experience, her mom’s challenges in life, and her mom’s passing in 2017 that truly inspired her to focus the practice on supporting the needs of women.
The longer she was in the business, the more Rene realized that women were being overlooked and underserved. The fact is that the majority of financial advisors are men and don’t realize the importance of engaging the wives, significant others or even other female family members in the investment and financial guidance process. Women were not being serviced appropriately, so she initiated a platform to focus on the special needs of women.
In 2008, Rene’s mother was diagnosed with dementia, and my siblings and she stepped in to manage her finances. She discovered that her mother had set aside very little for her own future. Rene’s thoughts went out to other women. How are they being protected?
She’s found that there are many women who have neglected to consider the risks of longevity and the importance of making good financial decisions today so that they can have a comfortable lifestyle tomorrow.
She is a frequent guest speaker and contributor on the topic of women and finance, and also recognized as a trailblazer and financial expert. Her firm’s mission is to encourage and assist women to create the lifestyle they desire and deserve.
Nicole Meihofer lives by the principles of unapologetic optimism, perseverance and an undying entrepreneurial spirit. The latest in a long line of leaders and entrepreneurs, Nicole challenges the status quo, understanding the action it takes to create change in the world and our client’s lives.
Dedicated to helping women and minorities improve their financial standing, Nicole looks to educate, guide and empower clients to create their own generational wealth. Her strong financial prowess, coupled with her efficiency-driven organizational skills allow Nicole to create simple, yet effective plans and processes to lead clients to success. Nicole continuously looks to guide our clients and firm towards consistent and efficient growth and strives to cut through the unnecessary and makes goals attainable. Simplify, execute, and scale is the mantra.
Growing up in sports and competitive dance, Nicole exemplified strong teamwork and interpersonal skills. Her determination led her to the University of Iowa, where she graduated with a degree in finance after discovering her passion for the financial markets. Nicole would later marry her financial acumen with her strong interpersonal skills and begin her career in wealth management, working with high-net-worth families before helping to found Aurélien Capital Partners.
Nicole’s dedication to her clients is second only to her dedication to her family. Nicole and her husband Kevin are excited to grow their family and raise educated, aware and compassionate individuals. Their first daughter, Mara, who is named after her late grandmother, has brought so much joy to their lives. Together, they live happily in Glenview, IL. In her free time, Nicole manages an online financial education platform where she strives to educate her followers about basic financial literacy and principles.
Abby Vick is the owner of the RIA Paradigm Money Management and a leading expert in empowering women to awaken to their financial potential.
As the author of Your Dream Retirement and the creator of multiple financial programs for women, including Your Dream Retirement and The Freedom Shift, Abby is passionate about helping women be financially literate in order to have options and freedom in their lives. Her insights have been featured multiple times in Insurance News Net, one of the most highly regarded industry publications.
With a degree in Social Work and a decade of experience working to empower women to accomplish their financial goals and dreams, Abby is widely regarded as a guide and mentor to women seeking a better financial future for themselves. Her work history includes working in the Active Trader Group at Charles Schwab, where she was one of only two women helping investors make smart financial decisions. Having built over $200million in retirement income plans, Abby is an expert in setting her clients up for long term financial success.
As a financial advisor Abby can help any woman is who seeking to take control of her finances chart a course for financial freedom and empowerment through her proprietary Dream Planning method.
Jody Robinson is a wealth manager and financial planner. Serving several years as a successful female financial advisor and balancing being a working mom, Jody realized that clients need flexibility, too. She’s structured her practice to meet your needs, and her business now extends throughout the Chicagoland suburbs. She can also work by video conference with people throughout the United States.
Jody’s clients are her people… her tribe… and Jody safeguards those relationships as carefully as she works to protect her clients’ hard-earned money. Over the years, Jody has walked through both celebrations and hardships with clients. She remains committed to being accessible, available, authentic, and honest. Jody seeks to fully understand your needs, accommodate your schedule, and develop a long, collaborative partnership.
Jody Robinson is author of a book about the way we spend, save, and process money. The book weaves stories, interviews, and practical exercises to reflect deep to understand your relationship with money and how it is present in your life today.
Jody understands the complexity of personal and financial situations and wants to be your advocate. In 2010, after counseling and coaching clients through the Great Recession, Jody decided to pursue her own practice to better help the people she serves. She successfully faced the challenge of transitioning to an independent practice in 2015, while working as a divorced parent. She has since remarried, and her expanded family includes her son, four adult step-children and a giant, but gentle, black labrador. In philanthropy, Jody actively participates in Rotary and other volunteer activities promoting youth leadership and humanitarian service.