Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor
Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced ...
Designing Success: Channing Olson’s path to RIA leadership through operational excellence
Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within ...
Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment ...
From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” ...
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the ...
Tech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech.
Alia Wagenhoffer started her career in the industry as a financial advisor, serving clients for five years before having an ...
Words of Wisdom: How financial reporter Anora Gaudiano shifted careers to become a financial advisor
Growing up in Uzbekistan, Anora Gaudiano learned at a young age the importance of budgeting, saving, and planning. She came ...
From Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA Industry
Everyone’s journey to financial services is unique, and Heather Flanagan’s is no different. Currently the Head of Family Office Services ...
