Meet the Women on a Mission

Together, we support you.

Women on a Mission

Together, we support you.

Women on a Mission

Together, we support you.

Our mission is to educate other women as they take control of their wealth.

Our mission is to educate other women as they take control of their wealth.

Dannell Stuart - Partner, Client Advisor and Director of Business Development

Dannell Stuart

CFP®, ChFC®, CLU®, CASL®

Partner, Client Advisor and Chief Client Officer


"I see women becoming more educated with regards to their finances, and therefore more confident in their decision making. They still want a sounding board for advice, but they are able to make decisions more easily because they have and understand the information. I truly believe that what we do is of immense value to our clients and I look forward to all the women we can help through the work we do."


What kinds of issues do your female clients face?
I am seeing more of the sandwich generation (adult kids taking care of aging parents and kids who are still launching). More often I am seeing clients supporting their kids and grandkids financially and helping with childcare. Many of my clients worry about outliving their assets and income. They do not want to be a burden to their adult children. Some are facing their own health crisis for them or their spouse (dementia and cancer), while some still have to send their kids to college.

What kinds of services do you provide for your female clients?
I listen to their concerns. I show them through our financial planning software that they are going to be okay, and I help them create a budget and understand their spending. I help them understand their housing options for when they can no longer be at home. I give them peace of mind that they are going to be okay financially and that they will not end up on the street. I help them with their charitable planning – determining how much they can afford to give away and also in some cases introducing them to organizations that they might like to donate to. And then I listen some more!

Can you share an example of a client you helped?
One of my clients was very nervous about retiring. She had been working for more than 40 years, but still felt that she might not have “enough”. She wanted complete assurance that she was not going to be destitute in her retirement. We ran many different financial planning scenarios for her – showing her that even in adverse market conditions her retirement would not be at risk. She could retire with full confidence that she would not end up on the streets. Even in her first few years of retirement she still needed a lot of assurance that everything was going to be okay. Now I get a thank you card in the mail or a nice email from her saying how much she appreciates my advice and how she would not be able to enjoy her retirement without the reassurance that I have provided to her. She now calls me her “financial therapist”.

Dannell Stuart - Partner, Client Advisor and Director of Business Development

Tricia Fahnoe

MBA, CFP®, MS

Partner and Client Advisor


"While I am fortunate to have been raised and surrounded by strong, bright women - that does not mean that finances are interesting or easy for them to understand. With the knowledge and 15 years of experience I have now, I can help educate my own mother so that any emotional stress can be transformed into emotional peace and enjoyment. Not only have I been able to help my mom, I am especially thrilled to have many strong, bright women clients to help as well."


What kinds of issues do your female clients face?
The greatest concern I hear many of my female clients express is the fear of running out of money. This brings up questions on housing, travel, lifestyle spending, and gifting. They are frequently pulled by their heart strings to financially help their children and grandchildren. Therefore, there is a tendency, without proper education and planning, to sacrifice their own needs and desires. There can be stress with every single large purchase and the joy of the item or experience is dulled by the underlying question of “will I be okay?”

What kinds of services do you provide for your female clients?
My goal is to help my clients in any way that I can that is useful. I have attended meetings with tax advisors and estate planning attorneys to hear the discussions and then be available to help the clients understand and implement any recommendations. I really make an effort to make financial conversations easy to understand and use words that are commonplace. I also like to give analogies and examples so that complex topics are easier to grasp. I have helped many by suggesting refinances that saved thousands of dollars in interest, gone to car dealerships to help buy new cars, organized and led family meetings to educate and update children on their parent’s financial reality.

I also enjoy helping the family members of clients and frequently begin helping children, siblings, and parents of clients. A fun example of this was meeting with the son of a client and his fiancé to strategize of how they were going to combine their finances and begin a dialogue around their finances so that it was out in the open and they were both on the same page.

Can you share an example of a client you helped?
I had two wonderful experiences recently with female clients around their housing. The first one involved buying a new home after renting for the last decade. We met multiple times to confirm what type of house she could purchase, what loan type made sense, how large her down payment should be, and where she wanted the house to be located. I even introduced her to the realtor she used! As we got closer to the loan funding, she was having trouble communicating her wishes with the loan officer and there were “surprises” from the bank. I had many conversations with her to help calm her nerves as well as direct discussions with the loan officer, to advocate for her, to make sure she received the correct loan terms. She really appreciated by specific knowledge of the contracts and financial lingo as well as my ability to be available to help manage her jitters. Now she is happily living in the home, completing some minor renovations to put on her own touches, and feeling financially secure!

The second situation also involves a change in housing. This woman was living in a nice, but small, house. She started seeing some changes in her neighborhood as her long-term friends moved away. She had longed for a larger place to have space for her art and art supplies, her new passion at age 70. While financially she is very sound, she was initially hesitant to move because she wanted to maintain as much of her assets as possible for her two children and grandchildren. I was able to facilitate a discussion with her and her children so that they could communicate their desire for her to enjoy her passions and live comfortably. They even shared that they did not expect or want any inheritance so she needed to enjoy it! She now feels much more at peace with her decision to move and is quite excited about the larger place. Also, she will still have a substantial estate to leave her family so that goal is still part of her plan.

Amanda Thomas - Client Advisor

Amanda Thomas

MS, CFP®, CDFA®

Client Advisor


"I’ve noticed that women like working with other women in many situations, as they feel a woman advisor can more easily bring a conversation or explanation that is complex to a level where they understand it. Our female advisors can bring a wealth of knowledge to our clients, whether through life experiences, client examples, or engaging another advisor who has a different area of expertise."


What kinds of issues do your female clients face?
The issues that come to my mind are women seeking advice and planning for special needs children, understanding the assets and the income in their estates, planning for long term care needs and advice when making estate plan changes.

What kinds of services do you provide for your female clients?
Mostly consolidating, simplifying and understanding their various assets, assistance with buying and selling properties, reviewing estate planning documents, planning for long term care needs, maximizing income and coordinating with their other advisors.

Can you share an example of a client you helped?
My client’s spouse had just passed away and she was living in a retirement home. She was in her late 80’s and spent many hours trying to manage her finances, tracking and depositing dividend checks, delivering the needed documentation to the CPA for her tax preparation, and she had no real grasp of her overall financial situation. She had a long time attorney and CPA, but she needed someone to act as the “quarterback” to coordinate all of the moving parts and be that communication link between her and her other advisors. For her investments, she has a taxable estate and her husband’s estate was being divided and valued, but there were assets with over 15 custodians, missing cost basis, un-cashed dividend checks, stock certificates and no overall asset allocation analysis to assess income and risk.

The client did not drive much, so I spent over a year in multiple meetings at her home to review her statements, calling the custodians to gather data and transfer holdings, and consolidating all of the holdings into the proper trust accounts. The second year was spent educating her on her assets, spending, and income sources, with the reassurance that she was very comfortable with her level of spending, and quantifying how much more she could gift to her family or charities.

She also uses me as a sounding board for unbiased recommendations or opinions, and knows that as a fiduciary I have her best interest in mind at all times. Her time is now spent traveling and time with her friends and family. The time-consuming job of managing her finances is behind her and since I have my fingers on the pulse of all of her finances, estate, and tax needs, she has the peace of mind that someone is overseeing and coordinating it all, and relaying information to her family as needed.

Jenna Rogers - Client Advisor

Jenna Rogers

MS, CFP®, AAMS®, AWMA®

Client Advisor


"I’ve been working with clients for 10 years now and some of my favorite meetings are the ones where women feel as though they will never be good with money. Whether they learned that money story at a young age or developed it later in life, being able to take the time to educate them and help them feel empowered financially, is very rewarding and is part of why I love what I do so much."


What kinds of issues do your female clients face?
Women are natural caregivers and are typically the people their family members turn to in times of need. Due to this, I see a lot of my female clients helping their adult children out financially. The issue is that women often do not have any guidance on how to do that efficiently and without harming their own financial future. Through the financial planning process, we can help women realize their desires of helping their loved ones, while also ensuring they are protected.

What kinds of services do you provide for your female clients?
I hear from women quite often that at some point in their life they had an Advisor or other Professional that spoke down to them and used confusing jargon, to the point where they didn’t even want to meet with the Professional anymore. This makes me really sad and is something I strive to avoid. Each meeting is customized fully to the client and what their top needs are but some of the most requested services I provide for my clients are budgeting, helping them determine who they want to inherit their estate, providing financial education for their children, financial planning with a focus on how much they can gift each year, and investment education so they feel involved and aware.

Have you always wanted to be an advisor?
I’ve known since I was really young that I wanted to be a financial planner. My mom raised my sister and me as a single parent and thought she could never be good with money. She would say, “I’m not good with numbers, I’m terrible with money.” It’s actually a story I hear a lot of women tell. I remember being 13 or 14 and thinking “okay, I’ll learn then.” And I realized it’s not hard to understand, it just takes education. I’ve been working with clients for 10 years now and some of my favorite clients are the ones who feel as though they will never be good with money. Often times they went through a divorce or were recently widowed and previously had not been the one managing the family finances, until their circumstance changed. It can be a big learning curve for them and I love being there along the way to help educate them.

Can you share an example of a client you helped?
A woman’s husband of many, many years told her he wanted a divorce. She was completely devastated and had no idea. In my experience, it is common in marriages for one spouse to handle the majority of the finances, and that was him. She had no idea how much money she could spend each month, was worried she would have to sell her house and get rid of her horses. She had a lot of questions and concerns and felt like it was all thrown on her very quickly, so it was a lot to process. I met with her shortly after she started the divorce process and brought all of these moving pieces into a cohesive plan that answered her questions. Yes, she could keep the house, she could keep the horses and we also gave her a recommended spending number each month.

Today, a good part of our meetings are spent on education, and she very openly has said “no one has ever taken the time to explain these things to me and I want to understand them”. At a meeting a few months ago, we spent 30 minutes on a whiteboard outlining the differences between stocks, bonds, ETFs and mutual funds and she took notes the entire time and even took a photo of the whiteboard afterwards. It feels really nice to help empower someone who didn’t think they could be empowered financially and to have them walk away from the meeting feeling confident.

Julianna Rote - Client Advisor

Julianna Rote

CFP®, AAMS®, AWMA®

Client Advisor


"I have found in most cases that women feel most heard and understood by other women. I have come across this in a lot of meetings that I will have to intercept on a concept or question to make sure the female client is getting what she intends to out of the conversation. At the end of the day, this business is about trust and relationships, so it is my priority that my clients start feeling confident in that right away.”


What kinds of issues do your female clients face?
Mostly it's help with coordinating their financial plan for retirement or when different life events come up. I spend a lot of time helping educate women so that they can better understand their finances and investments.

What kinds of services do you provide for your female clients?
The majority of services I provide for my clients include cash flow planning, retirement distribution planning, consolidating accounts and investment education.

Can you share an example of a client you helped?
A client of mine's husband passed away about 2 years prior. She hadn’t yet cleaned up her estate since he passed, as it was an emotional time for her and so she kept pushing it off. When I finally met with her, she shared with me that it was all so overwhelming for her and she was actually so angry with her husband for not simplifying things before he passed. Before he passed we had tried consolidating their accounts and he would just say that “my kids can figure that all out when I die”. But now it was really falling on his widowed wife, who had never dealt with something like this before.

I went to her house and we dug through all her statements to make a spreadsheet of all her accounts. Then I got on the phone with her and every custodian to see what needed to be done in order to get them all under her name. It took about 8 months to get all the cost basis updated and assets transferred, but today she feels relieved that she now knows where all her accounts are and how they are being managed.

Jessica Mora - Client Advisor Associate

Jessica Mora

CFP®, BFATM

Client Advisor


"I enjoy being able to have meaningful interactions face-to-face with clients. One female client hugged me after a meeting and said how much she appreciated just having another female in the room. It made the experience less intimidating for her and leveled out the playing field a bit for her to be able to express her thoughts, concerns and ideas. She knows she can always call me with questions, small or large."


What kinds of issues do your female clients face?
Women want to learn and be more involved in their own or their family’s finances, but it can be daunting to know where to begin answering the questions they may have. It doesn’t always help that there is such an overwhelming amount of information available, and it can be hard to decipher which sources are reliable. By working with a professional you trust, you can feel empowered, build confidence through knowledge, and secure your financial future.

What one piece of advice would you give to women?
Our financial futures will not magically formulate without a plan and you can’t depend on someone else to ensure your goals will be met. Whether it’s saving for a house, planning for your family, or ensuring you have enough to retire on, take that first step to empower yourself and start learning. It’s the most difficult and the important step to take. Remind yourself that everyone begins somewhere. Whether it’s asking a relative, a friend, or reaching out to a financial professional, the sooner you take action, the less time you’ll have to make up later for waiting.

Can you share an example of a client you helped?
As I transition from behind the scenes to a more active role on the advisory side, I am able to have more meaningful interactions face-to-face with clients. One female client hugged me after a meeting and said how much she appreciated just having another female in the room. It made the experience less intimidating for her and leveled out the playing field a bit for her to be able to express her thoughts, concerns and ideas. Since then, I have been able to form a real connection with her since and she knows she can always call me with questions, whether small or large.

Kristen Taylor - Research Analyst

Kristen Taylor

MSFA, CFP®

CLIENT ADVISOR


"I have found that the strongest relationships with women clients include a personal connection where they feel heard, with their values and needs understood. I feel that working closely together to design a holistic plan that addresses all of their financial and non-financial goals allows for further engagement with their wealth, and can help to educate and empower women through a community of aligned partners."


What kinds of issues do your female clients face?
From my past experience, women I’ve worked with are either single/divorced, managing their own wealth, or managing wealth separate from their husband. And in general with married couples, a big issue is involving them in the management of wealth – i.e. joining meetings and understanding the topics, and caring about how the process works.

What kinds of services do you provide for your female clients?
I offer the full service model which, if necessary, includes an introduction to a new estate lawyer, accountant, and bookkeeper. Also, advising on concentrated stock positions and becoming a sounding board for some career transitions. In the past I’ve done a lot of work with female clients who are scared they are going to run out of money. Or maybe they spend too much and need to see projections of how the portfolio will look at retirement age. There are times I have provided the service of mortgage reviews and financing decisions. I’ve also provided advice on big life events, like using their inherited assets to pay for their own wedding. I’ve reviewed employment agreements, insurance contracts and provided career advice.

Can you share an example of a client you helped?
I had a woman come to us as a prospective client, referred by an estate lawyer. Her father had just passed and she inherited a significant amount of money. She was distraught and in deep mourning, and this was more money than she’d ever had (her father had basically financially taken care of her). When she became my client, I sat with her several times to help her understand that the money was something her father wanted her to have and use as a way to continue his legacy.

We designed a plan for the money to produce income to support her while she looked for work. She was single and very sad that she hadn’t found a partner yet so the income and our encouragement gave her the confidence to find a job she loved that could support her. After a few years of working together, our advice evolved to discussions about fertility treatments so she could have a family in the future. Eventually she found a partner and I advised her on how much she could spend on her wedding from her inheritance. We watched this client grow from a scared woman to a confident and happy breadwinner of a new family.