Jennifer BacarellaHuntington Beach

Director of Firm Development, Sigma Financial Corp.

Jenny is an Executive Manager for the group of affiliated firms consisting of Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation. As a member of the firms’ Executive Committee, Jenny provides leadership and vision in their overall management and operations. Jenny is also Director, Firm Development, responsible for expanding and maintaining the firms’ relationships with independent registered representatives and financial advisors, and ensuring they are properly licensed. She began working for Sigma Financial Corporation in 1994, and since that time has taken a proactive relationship manager role with representatives, allowing her to interact with the firms’ most successful advisors in their businesses and in their lives. Over the years, her high-touch approach has created firms with some of the lowest turnover ratios in the industry. Jenny’s personal interaction and attention to detail confirms for representatives that they have direct access to a member of the Executive Committee at their broker-dealer and/or registered investment advisor. Her efforts and daily leadership are carried throughout the firms, by all of the management team and staff. In 2001, she assisted in the creation of what is now Parkland Securities, LLC. Jenny earned her undergraduate degree from Siena Heights University and received Executive Management training through Wharton School. She has earned the Accredited Investment Fiduciary (AIF®) and Certified Wealth Strategist (CWS) designations.


April BoothHuntington Beach

Chief Operating Officer, TAG Advisors

April Booth is the Chief Operating Officer for TAG Advisors, a SuperOSJ branch within Cambridge, supporting 240+ advisors. April is responsible for the daily operations of the firm, including strategic planning for new initiatives, problem resolution, and procedural implementation. April practices a hands-on approach to transition, guiding advisors through the process of joining TAG Advisors, beginning with Licensing and Registration and continuing throughout the entire on-boarding experience. April focuses on training and procedures to ensure advisors have the best possible transition.

Prior to joining TAG Advisors, April ran another substantial OSJ Branch within Cambridge, as well as a successful personal practice which she continues to run in conjunction with her role within TAG. She also spent several years working in back office Compliance and Operations for a regional Broker Dealer, and utilizes this experience in her role as liaison between TAG Advisors and Cambridge to strengthen operational efficiency and improve the overall experience of the TAG advisor.


Lisa Sappenfield BoyerDenver

Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors

Lisa Sappenfield Boyer is an investment advisor representative and owner of Boyer & Sappenfield Investment Advisors. She specializes in retirement income planning for accumulation and distribution. She also serves clients through financial planning needs including college funding, life insurance, and portfolio analysis. She is actively involved in various industry organizations including Women in Financial Services, the Financial Planning Association, and the East Central Illinois Estate Planning Association. She was chosen to be featured as one of 23 highly successful, dynamic women in the book, “Financial Service: Women at the Top.” Lisa earned a bachelor’s of science degree in Finance from Eastern Illinois University. She is a CFP® Professional and holds FINRA Series 6, 7, 24, and 66 licenses.


Tammy Butts Chicago

Regional Executive Vice President and Branch Manager, AXA Advisors

Tammy Butts is a Regional Executive Vice President and Branch Manager for AXA Advisors, LLC in Chicago, Illinois with more than 30 years of experience in the financial services industry.

Tammy built a successful practice providing financial planning strategies and guidance to families and business owners. In 2005, she was promoted to Divisional Vice President.  In that role, she hired and developed a successful, diverse team of financial professionals. Recognized for her success, she received several management awards.  In 2009 she was promoted to Divisional Executive Vice President managing the Illinois Branch for AXA Advisors.


Karen Cashen Chicago

Vice President of Marketing, Schwab Advisor Services

Karen Cashen is a vice president in Schwab Advisor Services marketing and has been with Schwab for over 20 years. She is currently responsible for Brand, Advertising, Content Strategy and Management. Her team works to create advertising that educates investors on the value of working with independent financial advisors as well as campaigns designed to drive awareness and consideration of Schwab’s services for advisors. In addition, the team works to create and distribute content focused on delivering insights that can help advisors grow and succeed.

During her tenure with Schwab, Ms. Cashen has served as an account executive within the Schwab internal advertising agency, director of corporate communications, director of online affinity marketing and business development, and vice president of active investor acquisition all within the Schwab retail business. She also served as a director of client experience for the retirement plan services business. Prior to joining Schwab Ms. Cashen held positions with a variety of advertising and design firms in San Francisco, California.

Ms. Cashen received a B.S. at the University of Puget Sound.


Maria Considine KingChicagoBoston

Senior Vice President, Practice Management, Commonwealth Financial

Maria joined Commonwealth in October 2000 as a training consultant, and in May 2003, she moved to our Practice Management department as a business consultant. In her current role as senior vice president, she manages multiple high-impact initiatives, including our robust business transitions solutions consulting platform and our human capital consulting services. Maria works with advisors individually and in groups to help them address a full range of business management issues, from business strategy and marketing planning to organizational design, mergers, partnerships, and acquisitions. She also designs and delivers programs for Commonwealth's women advisors, next-generation advisory family members, and advisors transitioning their business to the next generation of ownership.

Before joining Commonwealth, Maria worked at MFS, first as a manager in the retirement plans services area and then as a part-time retirement plans trainer while attending business school. Prior to MFS, she was a manager of shareholder communications for Scudder’s AARP Investment Program.

Maria received her MBA from Boston University and her bachelor’s degree in economics from Smith College. She has worked with Pinnacle Equity Solutions in the Certified Business Exit Consultant Program and is a certified professional coach.


Michelle Curry, CFP®, ChFC, CLUHuntington Beach

Retirement Planning Specialist, AXA Advisors

Michelle Curry has been serving individuals and business owners as a financial planner for over a decade. Consider her a financial navigator, looking at the whole picture and guiding clients through life events to make effective financial choices. Her expertise lay in the areas of wealth management, retirement income strategies, life, disability, and long term care insurances, estate planning, and planning for businesses.

During her 10 years at AXA Advisors, Michelle has spent time as a Divisional Vice President and is a member of AXA Advisors’ Elite Producer Group. She is also frequently involved in speaking engagements as she values spreading financial literacy.

She is a CERTIFIED FINANCIAL PLANNERTM professional and earned the Chartered Financial Consultant and Chartered Life Underwriter designations. She holds a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. These certifications reflect her ongoing commitment to the industry and her desire to be a reliable source of knowledge for clients and colleagues.

Recognized for her achievements, Michelle has been a multi-year recipient of AXA Advisors’ Centurion and National Leaders Corps Awards and qualifying member of the Million Dollar Round Table, which distinguishes outstanding performance. She is also a 2017 honoree for the San Fernando Valley Business Journal’s Women in Business Awards.

Beyond the accolades, she works to surround herself with good, proactive people who value and leverage professional advice. She works to make the financial planning process rewarding, easy, and fun for all involved.

Michelle attended the University of California, Davis where she earned a Bachelor of Science degree in Human Development with a minor in Communications. She serves as Secretary for the Ford Theatre Foundation Board and is the Treasurer of the Louisville High School Alumnae Board.

She lives in Woodland Hills with her family and enjoys reading, spending time with family, performing arts, wine tasting, snowboarding, and yoga.


Lule DemmissieHuntington Beach

Managing Director, Investment Products and Guidance, TD Ameritrade

Lule Demmissie is responsible for the product strategy, development and management of TD Ameritrade’s investment products and financial guidance services, along with the development of the digital experiences that accompany these products and services.

During her tenure at TD Ameritrade, Lule has lead the development and the launch of financial guidance services, tools and products for long-term oriented retail investors. Her commitment to the firm’s Agile/Lean approach to product development has resulted in the launch of many innovative firsts for the firm including the Investment Management Services solution, Essential Portfolios and Selective Portfolios, the retail Goal Planning experience and the long-term investor-focused mobile application—TD Ameritrade Portfolios, to name a few.

Lule is committed to cultivating a culture with diverse perspectives and talents and was the recipient of TD Ameritrade’s 2015 Impact Award for Diversity & Inclusiveness, which recognizes a leader who is paving the way in building, developing and retaining a diverse group of associates — while continuing to foster a culture where all associates feel valued, respected and challenged. She is a regular contributor to various blogs on topics related to goal planning and behavioral insights that can help drive strong financial choices among retail investors.

Prior to working at TD Ameritrade, Lule worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch as a product manager, product developer and a financial advisor. She holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investment Management Consultants Association (IMCA) and the 7, 66 and 24 securities licenses.

Prior speaking experience: Industry panels; internal speaking engagements on lean/agile product development and Diversity and Inclusion matters; regular media interviews on behalf of TD Ameritrade


Colleen Denzler, CFAHuntington BeachDenver

Founder, Colleen Denzler Strategy Partners

Colleen Denzler, CFA brings to the industry her unique perspective as a top performing portfolio manager. Denzler raised more than $20 billion in assets during her tenure within the global financial services industry. Denzler uses her experience and insight gained working with advisors to help them capitalize on opportunities and overcome challenges, particularly in regard to changing demographics of clients, fee pressure, and product design. She was the President of the SRI Conference and was a part of the $1 billion RIA investment team, specializing in sustainable investment solutions.


Mary Beth Franklin, CFP®Huntington BeachChicagoBostonSan FranciscoNew York City

Contributing Editor, InvestmentNews

Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.


Julie Gorte, Ph.D.Denver

Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds

Julie Gorte is the Senior Vice President for Sustainable Investing at Impax Asset Management LLC and Pax World Funds. She oversees environmental, social and governance-related research on prospective and current investments as well as the firm’s shareholder engagement and public policy advocacy. Julie is also a member of the Impax Gender Analytics team.

Julie serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action, Great Bay Stewards and is the board chair of the Sustainable Investments Institute. She also serves on the Investment Committee of the United Nations Environment Programme Finance Initiative.

Prior to joining Pax, Julie served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment, Vice President for Economic and Environmental Research at The Wilderness Society, Program Manager for Technology Programs in the Environmental Protection Agency’s policy office and Senior Associate at the Northeast-Midwest Institute. She received her Bachelor of Science in Forest Management at Northern Arizona University and a Master of Science and Ph.D. from Michigan State in resource economics.


Theresa GralinskiHuntington BeachChicagoBostonDenverSan FranciscoNew York City

Director of Marketing, InvestmentNews

Theresa Gralinski is the Director of Marketing at InvestmentNews, where she develops strategies and creative designed to grow the publication’s various events, sales, research and custom content initiatives. Theresa has more than 20 years of marketing and communications experience successfully creating and managing brands across a wide range of disciplines and industries—including automotive, pharmaceutical and financial services. Her favorite projects to work on include: women in finance, diversity and inclusion, next-gen hiring and financial literacy.

Theresa spent the first half of her career working for a full-service marketing agency before transitioning to managing corporate brands in-house. Theresa graduated from the University of Wisconsin-Madison with a degree in Journalism and Public Relations. She resides in the Chicago area with her husband and two teenage sons. As a busy boy mom, she relishes any opportunity to escape on a bike, a kayak or into a good book.


Susan KayChicagoDenverSan FranciscoNew York City

Vice President and Director of Business Development, MFS Fund Distributors, Inc.

Susan Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 20 years. Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients.


Lisa KuengBostonDenverSan FranciscoNew York City

Director of Creative Campaigns, Invesco

Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshop for women investors, “New Retirementality,” and “T.E.A.M. Dynamics.” She is co-author of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.*

Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and “The Possible Woman” Conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s “Marketplace Weekend” and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings.

Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Consulting), a group dedicated to helping financial advisors get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BSin journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004.

She is currently a member of the Invesco Women’s Network, a volunteer for One Million Degrees and a regular guest speaker at Loyola University in Chicago. Lisa lives in downtown Chicago with her family. In her free time, she enjoys reading, going to the theatre and eating. To counteract the latter, she has taken up running.


Chloe McKenzieHuntington BeachChicagoBostonDenverNew York City

Founder, BlackFem

Chloe McKenzie has a B.A. from Amherst College and a Graduate Certificate in Financial Planning and Services from Boston University. She is currently completing her Master’s in Public Administration at NYU Wagner Graduate School of Public Service. Chloe has worked as mortgage trader at J.P. Morgan and has over five years of wealth advising experience (including acting a financial advisor for homeless and low-income families). Following a 2015 education fellowship with the New York City public school system, she founded BlackFem, a 501(c)(3) non-profit with a mission to transform school-based learning so that girls of color in underserved communities are empowered with skills, habits, and resources to build and sustain wealth. BlackFem has helped over 15,000 at risk students in 12 states develop the skills they need to build and sustain wealth with wealth l literacy programming. 

Chloe’s newest venture, On A Wealth Kick, LLC (OWK), combats wealth inequality at both individual and institutional levels. She provides tools for individuals to develop wealth intelligence and advocate for wealth equality. She also serves as an advisor and educational speaker for organizations and institutions, helping them address wealth challenges for their employees and the communities they serve. 


Casey McKeonHuntington Beach

Senior Consultant, Succession & Acquisition Consulting Group, Raymond James

Casey McKeon joined Raymond James in 2017 and is a Senior Consultant within the Succession & Acquisition Consulting Group. Casey works with Raymond James advisors to plan, build and transition their legacies.

Her primary responsibilities include catastrophic, team, succession and retirement planning, as well as provide acquisition support. Outside of the department, Casey is very involved with the firm serving on the Professional Development Committees for both the Emerging Professionals and Women’s Inclusion Networks.

Casey received a Bachelor of Arts degree in Business Administration with honors from Furman University. She is a CERTFIED FINANCIAL PLANNER™, as well as a Registered Corporate Coach™ and holds the Series 7, 66 and 9/10 licenses.


Cynthia MeyersHuntington Beach

CFP, Owner and Founder, Confluence Financial Planning, LLC

Cynthia Meyers, CFP®, is owner and founder of Confluence Financial Planning, LLC. For over 30 years, she and her firm have guided their clients’ through life’s transitions, helping them to create extraordinary lives. Meyers has been with her current Registered Investment Adviser– independent broker/dealer, Commonwealth Financial Network, since 2014 and two regional broker dealers since 1983.

Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, Ladies’ Home Journal, Bloomberg Personal Finance, and The Sacramento Bee. For five years, she authored the column, “Meyers on Money,” which appeared in Sacramento Business Journal and she was selected as one of the top financial planners by Worth magazine.*

Meyers graduated from the University of the Pacific with a Bachelor of Arts degree in Literature with a minor in International Relations in 1972. She earned a Masters’ in Business Administration from Golden Gate University in 1982.

Meyers is Past President and Chapter Service Award recipient of the Sacramento Chapter of the International Association for Financial Planning. She is also currently a member of the Financial Planning Association.

In addition to her financial planning pursuits, Meyers enjoys dancing West Coast swing, East Coast swing, salsa, cumbia, Cuban son, and bachata with her husband of 44 years, her two cats, good books, racquetball, and traveling.


Christy RutherfordHuntington BeachBoston

Author, Women’s Leadership Development Expert

A globally recognized leader, Christy Rutherford is a Women’s Leadership Development Expert. She’s also a keynote speaker, leadership coach and author, publishing five #1 best-selling books on Amazon in eight months.

A Harvard Business School Alumna, Christy is also a certified Executive Leadership Coach from Georgetown University and has been featured in Forbes twice.

Christy is the 13th African American woman to achieve the rank of Commander (Lieutenant Colonel equivalent) in the U.S. Coast Guard’s 225+ year history where her demographic was .1%.

Christy responded to the needs of the citizens in New Orleans two days after Hurricane Katrina and had a 3-year Congressional Fellowship with the House of Representatives.

Christy’s academic portfolio also includes an MBA, and a pastry chef diploma. Among her many professional accomplishments, her national recognition includes Harvard Business School’s 2018 Launching New Ventures Pitch Contest Grand Master Champion, Cambridge Who’s Who Amongst Executives and Professionals, Career Communications STEM Technology All-Star and the Edward R. Williams Award for Excellence In Diversity.


Suzanne SiracuseHuntington BeachChicagoBostonDenverSan FranciscoNew York City

CEO/Publisher, InvestmentNews

Suzanne Siracuse is CEO and publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies and operations for the brand. Published weekly, InvestmentNews is the leading information source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data and conferences.

Ms. Siracuse has been with InvestmentNews since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006.  Her experience within the financial advisory industry has garnered wide renown and respect through her top-level relations with broker-dealers, custodians, financial advisers, mutual fund companies, insurance firms and industry associations.

Ms. Siracuse is also the Chairperson of the Board for the Invest in Others Charitable Foundation.


Liz SkinnerHuntington Beach

Special Projects Editor, InvestmentNews

Liz Skinner became Special Projects Editor for InvestmentNews in 2017 to expand the range of editorial-based projects produced in print and online. Previously, she was a reporter for InvestmentNews for six years, writing many of the cover stories and special report features she now oversees. Liz covered many different beats over the years, but most recently she focused on financial advice technology and practice management. She joined InvestmentNews after five years as a reporter for Bloomberg News in Washington, where she covered the Securities and Exchange Commission and other policy issues.


Susan E. Sukys, CFP®Boston

Founder, Mosaic Financial Group

Susan Sukys has owned the independent financial services firm, Mosaic Financial Group, since 2005. She is passionate about serving her clients well and considers them to be her greatest asset. Susan specializes in comprehensive financial planning, including retirement and tax planning, budgeting and cash flow, risk management, and investment analysis and allocation.

Proudly affiliated with TAG Advisors, Susan is passionate about bringing diversity to the financial planning profession, and is excited to be spearheading the TAG Advisors' Women's Initiative, which seeks to engage female advisors and encourage conversation around the future of the industry.

Susan believes a successful financial planner must have an understanding of the community in which she and her clients live, work, and play. This means becoming an active community member, and Susan currently serves in a leadership role with, among others, Women United and National Federation of Independent Business (NFIB). Susan holds FINRA Series 66 and 7 licenses.


Leslie Yambao TaborDenver

Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.

Leslie Y. Tabor is a Managing Director with the Charles Schwab Advisor Services organization where she oversees the strategic direction of key programs for delivering value and high impact client experience for advisors who custody with Schwab, including the Executive Leadership Program, RIA Talent Advantage Program, RIA Intern Program, and Cybersecurity Resource Program.

Through the content, tools and action-oriented resources developed by her team these programs have provided advisors with the insights and capabilities for evolving and growing their firms - cultivating next generation leaders, attracting diverse talent and strengthening awareness of the financial planning profession across dozens of colleges and universities throughout the country.

Leslie is highly passionate about diversity at Schwab and across the financial services industry. She currently sits on the CFP Board’s Diversity Advisory Group, providing guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity within the financial planning profession. She also serves as the co-chair for the San Francisco Women’s Interactive Network at Schwab (WINS) and the business advisor for all Charles Schwab San Francisco employee resource groups. She believes in the value that diversity brings to the workplace, is enthusiastic about helping people reach their leadership potential and passionate about bringing important issues to the forefront. Leslie also works with numerous organizations including the Professional Business Women of California (PBWC), Financial Women of San Francisco, and the CFP Board to support furthering the message on the value of diversity.

Leslie earned her Bachelor of Science in Business with a concentration in Accounting from the University of Phoenix. She’s been recognized as one of the Top 100 Filipina Women in 2015 by the Filipina Women’s Network and was a recipient of the 2016 Industry Leader award by the Professional Business Women of California for her work in the area of diversity and inclusion. She is a Bay Area native and an avid San Francisco Forty-Niners, Giants and Golden State Warriors fan. She enjoys traveling with her family and dancing around the house with her 3-year old daughter.


Scott West Huntington BeachChicago

Head of Consulting, Invesco

Scott oversees one of the largest consulting divisions of its kind in the asset management industry. In this position, he works with and presents to financial advisors across North America.

Scott is a sought-after keynote speaker who brings thirty-plus years of industry experience coupled with a creativity known to educate and entertain. He is a co-author of five books, including StorySelling for Financial Advisors: How Top Producers Sell,* which was named a “must read” by financial-planning.com, and, most recently, Defining Conversations: A Little Book About a Big Idea.**

Scott was with Van Kampen Investments prior to its combining with Invesco in 2010. In the 25+ years since hejoined the firm, he advanced from field sales to regional sales and finally to national sales positions. In addition, he served as Director of Marketing. Prior to his career in financial services, Scott worked in sales distribution with Procter & Gamble. Scott holds a BA in economics and communications from Wheaton College in Wheaton, Illinois.

Born and raised in Toronto, Canada, Scott is an avid hockey enthusiast. He assumes full credit for his Texas-born wife’s newfound love of the sport. Scott is the father of four children and resides in Wheaton, Illinois.


Janelle E. WoodwardChicago

Head of Fixed Income, BMO Global Asset Management

As Head of Fixed Income, Janelle develops and oversees BMO’s Fixed Income solutions globally, including Global Credit, Convertibles, Emerging Market Debt and Tax-Exempt Fixed Income. Janelle is also a member of the U.S. Fixed Income portfolio management team and is responsible for investment policy and strategy as well as managing client portfolios.

Since joining the firm in 2007, Janelle has served in several roles including Global Co-Head of Income Strategies, portfolio manager and director of research. Prior to joining the firm, she was an assistant vice president at Ashton Partners.

Janelle holds a M.B.A. from Kellogg School of Management of Northwestern University, a B.S. in business systems from Taylor University and she is a CFA® charterholder. In addition, she serves on the Executive Committee for the President’s Cabinet of the Miami Children’s Health Foundation and is a member of Taylor University’s Investment Council.


Joni YoungwirthHuntington Beach

Managing Principal, Practice Management, Commonwealth Financial Network

As managing principal of practice management at Commonwealth, Joni Youngwirth is a recognized expert in the financial services industry for helping advisors adopt the best practices, and develop the mindset and systems, to grow their businesses to the next level.

Prior to joining Commonwealth in 1998, Joni was vice president of corporate development for Private Healthcare Systems, Inc., where she spearheaded the company’s improvement initiative while providing executive coaching and business advice. She also spent 10 years as a director at Organizational Dynamics, a consulting firm, where she was a key driver of business development in the areas of customized consulting and training services. Joni began her career as a registered dietitian and nutritionist.

Joni holds FINRA Series 7, 24, and 66 securities licenses. She attained the rank of first lieutenant in the United States Air Force. She earned her MBA and MS degrees from Boston University, as well as a BS degree from South Dakota State University.


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