Evelyn Zohlen

Founder and president, Inspired Financial

Evelyn Zohlen narrowed Inspired Financial's niche in 2007 to women in transitional points in their lives, and now serves mostly widows and divorcees.

Evelyn Zohlen narrowed Inspired Financial's niche in 2007 to women in transitional points in their lives, and now serves mostly widows and divorcees.

"I get out of bed every single day knowing I am going to make a difference," Ms. Zohlen said. "We make a significant impact in their lives."

Most financial planners are very good about providing technical solutions but aren't as interested in clients' stories and lack the patience to let them be in that "unhappy space," she said.

"We care very much about the 'why' and the emotions of our clients, because these ladies are going though a very nasty thing," she said.

Ms. Zohlen, a former intelligence officer in the United States Air Force, provides free coaching to colleagues who are interested in focusing on women undergoing major life changes. The number of female certified financial planners has been stuck at 23% for a decade, said Ms. Zohlen, who is president-elect of the Financial Planning Association.

"Anything I can do to help bring more women into the profession and elevate those that are here is a worthy cause," she said.

— Donna Goodison

2018 Winners
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