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  • Ally, Allegiance, and Advocacy: Making Inclusion Everyone’s Business

    Four-time TEDx speaker, executive coach, and award-winning author, Detha Giles, asks the hard questions about being an ally, showing allegiance or being an advocate for DE&I in Ally, Allegiance, and Advocacy: Making Inclusion Everyone’s Business. Access Passcode: .BiB1ECf Replay the webinar. Replay the Webinar
  • February 2021 Member Spotlight

    Shannon Mathis Director, Workplace Solutions at Fidelity Investments What change in terms of diversity do you hope to see in the retirement industry in the next 5 - 10 years? I would love to see more people of color, especially women, take on leadership roles within their respective firms. Representation matters; it sparks motivation for the next Continue Reading
  • 2021 Women in Leadership Report by Oliver Wyman

    MAKING THE INVISIBLE VISIBLE What’s really preventing breakthrough progress on women in leadership? Read more Continue Reading
  • President’s Message

    Message from Jennifer Norr, WiPN President As WiPN's 2021 President, I had intended to write something very different for my first President's message but it quickly became apparent that I could not ignore the events that transpired at the Capital on January 6th. An act of sedition, encouraged by former President Trump, resulted in 5 Continue Reading
  • January 2021 Member Spotlight

    Ellie Bullitt (She/Hers) Vice President, Regional Account Executive, Fidelity Investments Prior to joining WiPN, how difficult or easy was it to find networking and/or mentoring opportunities in the retirement industry? Prior to joining WiPN I did not find it particularly easy to find networking or mentoring opportunities in the retirement industry. In particular, I’m looking Continue Reading
  • WiPN National Research Webinar: The Story of Us: 2021 Evolution

    WiPN launched the first-of-its-kind research with partner Escalent and sponsors T. Rowe Price and Resource Investment Advisors -a OneDigital company. Watch this replay to learn how the research project came to life as well as what it means to members, sponsors and advocates of WiPN. This event is for members only. Login or become a Replay the Webinar
  • December 2020 Member Spotlight

    Christina Speck Head of Client Lab at MassMutual My current job in the retirement industry involves … building and growing the industry’s first participant and sponsor-based Innovation Lab. I love the retirement industry because at it’s core it’s about helping people to be financially secure and well. How do you see WiPN affecting positive change Continue Reading
  • Develop Your Own Brand of Ambition & Success

    Kathryn Sollmann presents research and data on helping women think broadly and unapologetically on redefining roles and learning to grow in place. This event is for members only. Login or become a member to register. Username:Password:RegisterLost your password? Replay the Webinar
  • WiPN Twin Cities: Winning with Female Breadwinners

    WiPN Twin Cities and speaker, Janet Koh discuss the unique investment needs of the female breadwinner. Access Passcode: &J2qwf9R This event is for members only. Login or become a member to register. Username:Password:RegisterLost your password? Replay the Webinar
  • WiPN Infographic

    Nearly 200 women attended WiPN's first national conference event featuring Libby Gill. See how we've grown! Read more Continue Reading
  • WiPN Virtual National Conference

    WiPN hosted its first virtual National Conference featuring a 2020 overview and 2021 outlook and featuring keynote speaker, Libby Gill. This event is for members only. Login or become a member to register. Username:Password:RegisterLost your password? Replay the Webinar
  • Third Quarter Sponsor Member Spotlight

    Michele Pullen, AIF® National Account Manager at Capital Group How did you learn about WiPN? I first heard about WiPN when a mentor of mine at Capital Group, Rochelle Rodriguez, suggested that I join. She knew how involved I was with the networking and mentorship opportunities at Capital Group and she thought it would be Continue Reading
  • November 2020 Member Spotlight

    Tina Schackman, CFA Principal, Senior Retirement Plan Consultant Benefit Financial Services Group (BFSG) What compelled you to step forward and join the WiPN Board for 2021? WiPN is aligned with my passion to help women succeed in their careers so I jumped at the opportunity to deepen my relationships with members and have a broader Continue Reading
  • WiPN DC: The Benefits of ESG

    Join WIPN DC to discover how ESG can accelerate your career path, the political state of ESG, and the way ESG is expected to evolve in domestic investing. Access Passcode: !02CNT?K This event is for members only. Login or become a member to register. Username:Password:RegisterLost your password? Replay the Webinar
  • WiPN Third Quarter 2020

    A Message from Brenda Rynski, WiPN's Head of Sponsorships This year we have seen much success with our WiPN Board roadshow partnering with sponsors on national sales calls to help launch WiPN's sponsorship and encourage membership with your firms' female associates. By teaming up with our sponsors, we can leverage momentum and support for not only Continue Reading
  • October 2020 Member Spotlight

    Lisa Anderson Field Manager, Retirement and Financial Education at INPRS I first learned about WiPN … when it appeared on my LinkedIn feed. I reviewed the website and didn’t see anyone who looked like me on the board and wasn’t sure if it was for me. So, I followed the organization for awhile before becoming Continue Reading
  • WiPN Announces Retirement Plan Industry Study of Gender Workplace Issues

    NEWS RELEASE Contact: Daniella Moiseyev President, Women in Pension Network 862-216-7820 president@womeninpensionsnetwork.org October 21, 2020 WiPN Announces Retirement Plan Industry Study of Gender Workplace Issues The Women in Pensions Network (WiPN), a nonprofit organization with a network of more than 5,500 subscribers in the retirement plan industry, has partnered with leading research firm Escalent and Continue Reading
  • WiPN – What’s Your Superpower?

    Join WiPN Texas for an empowering session for women to help bring balance to our daily lives and feel better about our accomplishments. Access Passcode: P.t^p0Dv This event is for members only. Login or become a member to register. Username:Password:RegisterLost your password? Replay the Webinar
  • September 2020 Member Spotlight

    Alison Smith, MSM, MBA, CRPS®, AIF® Vice President, Principal Securities I love the retirement industry because ... the retirement industry is an area of finance that you have the opportunity to make an impact on many people in a material way.  Everything we do impacts the livelihood of our clients and their future retirement success.  Continue Reading
  • Confronting Systemic Racism & What Allyship Looks Like

    Speaker, Medina Jett, a financial services business owner, entrepreneur and lawyer discusses professional allyship; the hard conversations we should be having in the workplace; and how to create diversity in our networks. Medina's candor and ease are engaging as she provides real-world examples of how to be an intentional ally and having the courage to Replay the Webinar
  • August 2020 Member Spotlight

    Kate Dalton, CPFA, QKA I love the retirement industry because … every day is an opportunity to help others!  I love working with participants to build their retirement strategies, and working with Advisors and plan sponsors on building successful plans to drive positive savings behavior.  It’s great when we can see measurable success in plans, and Continue Reading
  • Taking Charge of Your Life with Ria Dark

    Taking Charge of Your Life with speaker, Ria Dark, CEO and Founder of 2Rogues Media Group. Ria discussed how to identify the causes of stress and how to define values, goals and activities in your life to help with that stress. She also reviewed time management skills, obstacles and solutions. This event is for members Replay the Webinar
  • WiPN Second Quarter 2020

    Sponsors Virtual Roadshow Recently, WiPN Board President, Daniella Moiseyev and Head of Programming, Cindy Horn Kennedy participated in a virtual sponsor member welcome webinar to introduce WiPN and the many benefits and opportunities of membership at sponsor firms.  By teaming up with our sponsors, WiPN can leverage momentum and support for not only WiPN but also showcase our added value Continue Reading
  • July 2020 Member Spotlight

    Melissa Terito, CPA Partner Sentinel Pension, A Division of Faulk & Winkler I love the retirement industry because … I literally get to help people all day long. Whether it is walking a participant through their distribution options, or explaining to a business owner/ HR manager about best practices,or how to operate the retirement plan Continue Reading
  • June 2020 Member Spotlight

    Raisa Barkaloff, CIMA Vice President Federated Hermes My first job in the retirement industry was … at State Street in Boston in the late ‘90s and early ‘00s. I initially worked on the pricing of retirement plans and moved up to be a Client Service Officer, working with plan administrators and recordkeepers. When I started Continue Reading
  • The Secrets to Painless Self-Promotion

    Executive coach and author Libby Gill knows how to help women capture fame thanks to her quick ascent in corporate communications at several Hollywood studios. In our latest webinar, LIbby taught us that a Value Promise - her suggestion vs. an elevator pitch - is an easy message to strategically deliver with grace. Her authentic Replay the Webinar
  • Message from the WiPN Board of Directors: We must not be silent

    June 2, 2020 The WiPN Board of Directors have watched these past week’s events unfold with sadness and horror. We have witnessed the disproportionate impacts on our black colleagues and friends of the viruses affecting our country - both the coronavirus pandemic and the virus of bias and bigotry unfolding in their daily lives. It’s Continue Reading
  • The Future of Work is Emotional

    Liz Fosslien and Mollie West Duffy, co-authors of No Hard Feelings: The Secret Power of Embracing Emotion at Work, shared their views for handling emotion in the workplace. What did we learn? Women often cry to express anger, not sadness. Listen to the replay to learn why shedding a tear in the workplace is an Replay the Webinar
  • May 2020 Member Spotlight

    Jo Yi Retirement National Accounts Manager Ivy Investments How do you see WiPN affecting positive change in your career or industry? WiPN is an amazing organization to be a part of.  In a male-dominated industry, WiPN showed me that I had women to the left and right of me at all times.  I know they Continue Reading
  • How Do We Show Up for Our Clients Today?

    Ami M. Tully, President of Maximum IMPACT Partners, discusses the best questions to ask your clients to engage in meaningful dialogue in this unsettled environment.

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  • April 2020 Member Spotlight

    Kim Zook Head of DCIO Field Sales T. Rowe Price I love the retirement industry because … the work we do helps others.  Our industry is filled with tremendously talented professionals who care deeply about the financial well-being of clients. For the past 25 years, I have had the opportunity to work alongside Advisors, TPAs, Recordkeepers Continue Reading
  • Influencing Across Distance with Sacha Connor

    Sacha Connor led Influence Across Distance, 1.5 hours of virtual training on enhancing our skillset remotely to ensure that we stay at top of mind with internal stakeholders and external clients while working remotely. Sacha focused on reconnecting and deepening existing business relationships for the more than 100 attendees by giving everyone a personalized virtual Replay the Webinar
  • WiPN First Quarter 2020

    Thank You 2020 Sponsors The Women in Pensions Network, a non-profit organization focused on the professional growth and development of women in the retirement industry, wishes to thank our more than 50 Corporate Sponsors for their ongoing support. Founded in 2009, WiPN is sponsored by leading firms that recognize the importance of diversity and inclusion Continue Reading
  • Camera Ready: Be Your Authentic Self

    MaryLou Wattman and Cindy Horn Kennedy co-hosted a video training to help members recognize 5 easy steps to be Camera Ready: Your Authentic Self. View the do and don'ts of virtually hosting your co-workers and clients in your home. This 30-minute replay can help you step forward as your strongest authentic self while working remotely. Replay the Webinar
  • 4 Ways to Inner Strength Webcast

    Dominick Quartuccio led WiPN members in an interactive conversation about inner strength, managing the intake of news and focusing on what we can create in isolation to feel connected to our community. Listen to the replay for insights about designing your day for productivity and peace.

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  • Master Class: Work from Home

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    Connect Sacha@virtualworkinsider.com

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  • Webinar: Don’t Get Burned Out with Ria Dark

    Columbus WiPN meeting.

    During this webinar, Ria Dark discusses the signs of burnout, identifies some natural and artificial resources to deal with burnout and helps attendees institute a plan of action.

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  • March 2020 Member Spotlight

    Amy Glynn Managing Partner GRP Advisor Alliance I love the retirement industry because … helping people achieve financial security is noble work and it has allowed me to engage and develop in a myriad of ways. My work travels have given me the opportunity to see most of our country, hear amazing stories from hard working Continue Reading
  • Members-Only Webcast: Build Your Board of Directors for 2020 Vision II

    Lori Nishiura Mackenzie, the Co-Founder of Stanford VMware Women’s Leadership Innovation Lab and Lead Strategist of Diversity, Equity and Inclusion at Stanford Graduate School of Business led our members in the discovery of bias in the workplace. Her focus on seeing and blocking bias was delivered via meaningful examples and engaging audience questions. If you Replay the Webinar
  • February 2020 Member Spotlight

    Arleatha Williams, RICP ® Sr. Financial Advisor Harbour Bridge Wealth Management Advisors Wells Fargo Advisors Financial Network I started my journey in retirement planning … in the early 1990s after being asked to do retirement seminars for a Fortune 50 company. I realized consumers needed more assistance in addressing longevity issues including, how to put all Continue Reading
  • WiPN Leadership Fellow Application 2020

    The Women in Pensions Network (WiPN) is now pleased to invite applications to the highly successful 2020 WiPN Leadership Fellow Program which awards up to five scholarships for our members to attend prominent leadership programs around the country. Three members will be selected to attend the 1 1/2 day Simmons Leadership Forum to be held

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  • Women in Finance Services 2020 Report by Oliver Wyman

    A Women in Finance Services 2020 Report recently published by Oliver Wyman points to the progress that’s occurred on gender balance in the workforce, but clearly highlights the under-representation of women on executives boards and committees. The report also addresses another key stakeholder group to which the industry must be accountable – serving women as Continue Reading
  • Members-Only Webinar: Building Your Own 2020 Board of Directors Series

    Professionals willing to go outside of their immediate circle for suggestions and input are the ones with the most dynamic ideas and are more likely to advance. In 2020, we’re going to help you build up your Board of Directors via a new webcast series. We know that successful companies have diverse board members, so Replay the Webinar
  • January 2020 Member Spotlight

    Jessica Fox, CRPS ® Vice President, Prudential Retirement My current job is… in the Strategic Relations Team at Prudential Retirement. I am responsible for broadening and strengthening partnerships with key intermediary firms across the country by supporting growth initiatives and by providing resources to help enhance their businesses. My first job in the retirement industry was… Continue Reading
  • December 2019 Member Spotlight

    Brenda Rynski, ARCP, CRPS Sr. TPA Business Development Manager at Capital Group My current job involves… working closely with our top TPAs to help these firms grow their businesses with American Funds proprietary retirement solutions —  RecordkeeperDirect and PlanPremierTPA.  We have over 60,000 plans using our solutions and over 97% of these plans are with Continue Reading
  • Members-Only Webinar: EXCELerate Webinar: Session 3 with Dr. Ben Sorensen

    Cloud Recording – EXCELerate Session 3 with Dr. Ben Sorensen is now available. Find the play back here:

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  • Members-Only Webinar: Know Your Value – Negotiate Pay & Perks with Mary Lou Wattman

    Cloud Recording for Know Your Value – Negotiate Pay & Perks with Mary Lou Wattman is now available. Find the play back here:

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  • November 2019 Member Spotlight

    Lisa Vincent Director, Institutional Defined Contribution Sales BlackRock My current job involves… Partnering with large plan sponsors along the East Coast on DC investments, plan design and participant engagement and communications. I love the retirement industry because… It’s personally fulfilling to work with the aim of helping thousands of people with their retirement savings and Continue Reading
  • October 2019 Member Spotlight

    Lisa A. Showalter, CPC, QPA, QKA Director of Business Development The Retirement Advantage, Inc. My current job involves… providing strategic thought leadership to TRA’s Leadership and Sales Team by identifying and assessing new business opportunities and implementing business development strategies with the potential to increase sales;and to create long-term value for our clients, our advisor Continue Reading
  • September 2019 Member Spotlight

    Mary Jo Innis President The Row Group My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives.  It is so rewarding to get up every day knowing that I am affecting so many lives through my company.  One by hiring and developing other women in a woman owned Continue Reading
  • September 2019 EXCELerate Webinar: Session 2 with Dr. Ben Sorensen

    Dr Ben Sorenson led session 2 of WiPN’s EXCELerate web series on September 13th. More than 70 attendees chatted with Ben and Cindy Kennedy about understanding organizational politics, striving to be a savvy leader and leveraging your network and mentor relationships. Find the play back here:

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  • August 2019 Wellth at Work Webinar: Have the Conversation with Erin Holland Collins

    Erin Holland Collins of Human Capital Acquisition and WiPN member Erin Wikander joined WiPN Director of Programming Cindy Kennedy for a coaching session addressing career progression. Seventy members participated and focused the conversation on how to find the job you want, the income you seek and the benefits that make work & life ‘balanced.’

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  • August 2019 Member Spotlight

    Katie Green Lead Consultant Clearview Advisory My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are customized to the company's needs and help the employees gain financial stability in their lives.  I get to help plan sponsors with developing strategy and process around the investments, plan design, education, and Continue Reading
  • June 2019 Member Spotlight

    Lisa Gallegos Retirement Sales Consultant Paychex My current job involves...  Selling 401k recordkeeping services to small businesses My first job in the retirement industry was... at Paine Webber as a Sales Assistant 22 years ago I first learned about WiPN when... My manager suggested I get involved, and I’ve met so many amazing women in Continue Reading
  • May 2019 Member Spotlight

    Bridget Q. Casher Investment Consultant Conrad Siegel I first learned about WiPN when... I attended an industry conference breakfast, which was a networking event and a panel of influential women within the retirement industry. This was honestly one of the best opportunities I’ve ever experienced. The panelists arrived early to make time to network with Continue Reading
  • Announcing 2019 WiPN Leadership Fellows

    Five WiPN members have been named as 2019 WiPN Leadership Fellows and have been selected to attend a premier female leadership program. “We had an overwhelming pool of talented, qualified applicants for this first-time program, and we are thrilled to offer five fellowships. This is an extraordinary opportunity for our members who are dedicated to Continue Reading
  • EXCELerate Program Launches in Las Vegas

    On Sunday morning, April 7th, over 125 women participated in the launch of WiPN’s new EXCELerate program specially designed for our organization by Dr. Ben Sorensen of Optimum Associates. Throughout 2019, the EXCELerate program will provide practical tips and techniques to help us meet the specific challenges and realities we face as we advance in Continue Reading
  • April 2019 Member Spotlight

    Deana Calvelli Consultant Lockton Companies My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, leading and guiding the teams servicing my clients. I first learned about WiPN when... I was asked to speak on a panel for a WiPN program at a NAPA Conference. Other women should join WiPN Continue Reading
  • Women’s Economic Power Is Expanding – Is Investment Management Keeping Pace?

    By Cathy Stahl, Managing Director, Global Head of Marketing at PIMCO Women are transforming the global economy. The financial services industry must evolve both to better serve women investors, and to assess the impact that women’s decisions have on markets worldwide – now and in the decades to come. Women represent an increasing economic power Continue Reading
  • February 2019 Member Spotlight

    Eileen Greenspan SVP, Senior Plan Advisor Sentinel Benefits & Financial Group My current job involves… Supporting the fiduciary responsibility and liability of Plan Sponsors. My first job in the retirement industry was… in Human Resources as a Benefits Assistant. I was responsible for the company’s 401(k) Plan. I first learned about WiPN when… I received Continue Reading
  • 2019 Brings Even More Opportunities to Connect Virtually

    Last year’s Fearless You! Webinar series attracted nearly 100 WiPN members each quarter. This year, we will be hosting two webinar series — Wellth at Work and EXCELerate – to provide even more opportunities for you to engage in conversations that will enhance your professional development. All webinars, open only to members, will be recorded

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  • WiPN joins the National Conversation on Board Diversity organized by 2020 Women on Boards

    On November 15, 2018 in cities across the U.S. and throughout the world, 2020 Women on Boards brought together C-Suite and senior executives to discuss Collaborating with All Companies to Increase Women on Boards.  WiPN was a proud sponsor for this event in several locations. Report from Chicago Event Current and former Women in Pensions Network Continue Reading
  • December 2018 Member Spotlight

    Katy Albers Strategic Sales Leader MassMutual My current job involves… strategy development and execution specific to the finals process, with a focus on communications and education. When one of MassMutual’s institutional reps is invited to a finals meeting, I pick up the project, working with my internal partners to determine the right players to attend Continue Reading
  • Meet our New Board Members for 2019

    Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say hello when you see them at upcoming events!   Val Ferrara, Incoming Director of Regional Chapters   What do you want our membership Continue Reading
  • November 2018 Member Spotlight

    Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partner with plan sponsors to support and educate their participants achieve their retirement goals. I am part of a four-advisor group that manages over $3.6bn in assets with J.P. Morgan Securities, a wealth management Continue Reading
  • Sponsor Spotlight on BridgePoint

    A Women-Owned Firm shares WiPN’s Collaborative Spirit

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  • September 2018 Member Spotlight

    Roberta Hess Senior Vice President, Marketing Ascensus My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, MD. Speaking directly to clients and resolving their issues is an outstanding way to learn the business and understand the importance of empathy and quick resolution to their needs. I first learned Continue Reading
  • July 2018 Member Spotlight

    Michele T. Sarna Managing Director, Partner Beacon Pointe Wealth Advisors My current job involves… educating participants on the importance of contributing to their retirement, evaluating their big financial picture, and helping them with concerns and desires. My first job in the retirement industry was…in operations processing paperwork. I love the retirement industry because…I feel I Continue Reading
  • May 2018 Member Spotlights

    Jennifer Murray Director, Internal Sales, Empower Retirement My current job involves...leading a team of sales professionals to drive the growth of our large, mega, and not for profit defined contribution business.  This includes communicating our value proposition and helping sponsors, participants, and intermediaries pursue better retirement savings outcomes. My first job in the retirement industry Continue Reading
  • A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

    Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at ProVise Management Group in Tampa, Florida, was passionate about the retirement industry and devoted to Continue Reading
  • March 2018 Member Spotlights

    SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… providing strategic consulting and fiduciary guidance to assist plan sponsors in offering competitive retirement savings vehicles which assist their plan participants in successfully achieving their retirement goals, assisting employers in proactively monitoring the retirement plan Continue Reading
  • Focusing on Fundamentals Pays Off– Carol Geremia’s Journey at MFS

    Vince Lombardi once said, “Excellence is achieved by the mastery of the fundamentals.” While she may not be a Green Bay Packer fan, few have embodied this sentiment more than Carol Geremia. Carol’s journey, rising to the ranks of President of MFS Investment Management and Head of Global Distribution would be incredible on its own Continue Reading
  • Letting Go of Fear and Making a Difference: Tammy Ouverson

    As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes.  Recently, we spoke with Tammy Ouverson, Vice President, Business Development at OneAmerica.  We asked Tammy about the pivotal moments she has experienced throughout her career that have helped advance her to where she

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  • No Right Prescription – Life and Career Lessons from Christine Marcks

    Ok, show of hands.  Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasury Department to ultimately becoming the CEO of Prudential Retirement and a 2016 Lillywhite Award recipient?   If we were in person, I would suspect very few hands would be

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  • WiPN announces a strategic partnership with Rekon Intelligence

    The Women in Pensions Network is pleased to announce a new strategic partnership with Rekon Intelligence. Rekon Intelligence brings the best topics, speakers, and presentations from our national conferences to 50+ locations across the country. As the number one provider of independent financial advisor events, Rekon helps thousands of advisors build their practices year after year.

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  • Compassion is the Key, Julie Braun’s Amazing Story

    Most would agree that winning a NAPA advisor award once is quite an accomplishment.  Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 list every year since its inaugural publication and twice named on NAPA’s Top Women Advisor’s list.  Success of this magnitude requires unwavering passion, or so we thought.  

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  • Prudential’s Jennifer Putney on Women, Money, & Investing

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  • Connections that Count: A Story of Friendship and Industry Influence

    Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for over two decades.  They have benefited personally and professionally from their open and honest relationship. Their connection has counted in building businesses and precipitated many changes in the industry. “It’s

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  • Member Spotlight: Brooke Austin’s Path to the Retirement Plan Industry

    Brooke Austin’s interest in math and numbers led her to study finance in college; however, it was her passion for helping people reduce financial stress that drove her to focus on personal financial planning.

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