---
title: Women Advisors Making an Impact | Mary Coughlin
description: This series spotlights impactful women advisors—their career paths, biggest challenges as women in the field, and ideas for growing representation of women in the industry. Celebrate women in financial advising by reading and sharing these stories. These are the perfect stories to reference if you're looking for inspiration on the different paths to take your practice.
image: https://www.vantageimpact.com/hubfs/blog-featured-photos/wami/women-advisors-making-an-impact.png
---

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# Women Advisors Making an Impact

This series spotlights impactful women advisors—their career paths, biggest challenges as women in the field, and ideas for growing representation of women in the industry. Celebrate women in financial advising by reading and sharing these stories. These are the perfect stories to reference if you're looking for inspiration on the different paths to take your practice.

#### Ready to Share Your Story?

 Nominate yourself or an impactful colleague to be the next featured advisor.

[Nominate an Impactful Woman](https://forms.clickup.com/10500489/f/a0ec9-20405/KZLH6BJH2MINP8VDS5)

[Back to All Insights](https://www.vantageimpact.com/blog)

<https://www.vantageimpact.com/women-advisors-making-an-impact/amy-powell>

[Read Amy Powell's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/amy-powell)

 How Amy Powell Masters The Art of Financial Advising by Listening

<https://www.vantageimpact.com/women-advisors-making-an-impact/tia-mcnamara>

[Read Tia McNamara's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/tia-mcnamara)

 How Tia McNamara's Personal Journey Ignited a Passion For Financial Advising and Led Her to a New Chapter With City Square Wealth Management

<https://www.vantageimpact.com/women-advisors-making-an-impact/yonhee-choi-gordon>

[Read Yonhee Choi Gordon's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/yonhee-choi-gordon)

 How Yonhee Choi Gordon found her place in the financial advising world and helps others do the same

<https://www.vantageimpact.com/women-advisors-making-an-impact/jennifer-kirby>

[Read Jennifer Kirby's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/jennifer-kirby)

 How Jennifer Kirby leveraged her strengths and experiences to transition careers, launch a thriving RIA, and help others reach their goals.

#### Ready to Share Your Story?

 Nominate yourself or an impactful colleague to be the next featured advisor.

[Nominate an Impactful Woman](https://forms.clickup.com/10500489/f/a0ec9-20405/KZLH6BJH2MINP8VDS5)

<https://www.vantageimpact.com/women-advisors-making-an-impact/dana-wilson>

[Read Dana Wilson's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/dana-wilson)

 How Dana Wilson inspires the next generation by reinventing what financial advising looks like

<https://www.vantageimpact.com/women-advisors-making-an-impact/betty-wang>

[Read Betty Wang's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/betty-wang)

 How Betty Wang, CFP® helps other women understand their finances and make empowered decisions about money

<https://www.vantageimpact.com/women-advisors-making-an-impact/danielle-harrison>

[Read Danielle Harrison's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/danielle-harrison)

 How Danielle Harrison, CFP®, CFT-I™ turned a childhood fascination with money and finances into a thriving advising business

<https://www.vantageimpact.com/women-advisors-making-an-impact/marianne-nolte>

[Read Marianne Nolte's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/marianne-nolte)

 How Marianne Nolte, CFP®, went from guiding her parents through financial decisions to helping fellow women take control of their finances.

<https://www.vantageimpact.com/women-advisors-making-an-impact/brooklyn-brock>

[Read Brooklyn Brock's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/brooklyn-brock)

 How Brooklyn Brock created a one-of-a-kind firm to help fellow advisors with their financial planning...

<https://www.vantageimpact.com/women-advisors-making-an-impact/inga-timmerman>

[Read Inga Timmerman's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/inga-timmerman)

 How college professor and financial planner Inga Timmerman guides individuals to improve their finances, lives, and happiness...

#### Considering a Firm Transition??

 Download this free list of 150+ due diligence questions

[Download the PDF](https://www.vantageimpact.com/due-diligence-questions-firm-transition)

<https://www.vantageimpact.com/women-advisors-making-an-impact/amy-irvine>

[Read Amy Irvine's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/amy-irvine)

 How Amy Irvine recruits and supports fellow women financial planners at her 100% woman-owned firm...

<https://www.vantageimpact.com/women-advisors-making-an-impact/jane-mepham>

[Read Jane Mepham's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/jane-mepham)

 How Jane Mepham utilizes her immigrant background and corporate experience to help foreign-born individuals reach their financial goals...

<https://www.vantageimpact.com/women-advisors-making-an-impact/diana-yanez>

[Read Diana Yáñez's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/diana-yanez)

 How Diana Yáñez used her passions and strengths to develop new ways of increasing financial literacy...

<https://www.vantageimpact.com/women-advisors-making-an-impact/raquel-hinman>

[Read Raquel Hinman's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/raquel-hinman)

 How Raquel Hinman harnessed 20 years of experience in financial planning to start her own firm focused on equal access to advising services...

#### Ready to modernize your marketing?

 Learn how our sister company has helped other financial advisors grow and improve engagement with clients

[Learn more](https://www.craftimpact.com/financial-advisors)

<https://www.vantageimpact.com/women-advisors-making-an-impact/catherine-allen-carlozo>

[Read Catherine Allen-Carlozo's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/catherine-allen-carlozo)

 How Catherine Allen-Carlozo is changing the conversation about women’s financial planning...

<https://www.vantageimpact.com/women-advisors-making-an-impact/akeiva-ellis>

[Read Akeiva Ellis's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/akeiva-ellis)

 How Akeiva Ellis created a role for herself that combines her love of financial planning with financial education and empowerment...

<https://www.vantageimpact.com/women-advisors-making-an-impact/angie-messer>

[Read Angie Messer's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/angie-messer)

 How Angie Messer transitioned from biology researcher to financial planner...

<https://www.vantageimpact.com/women-advisors-making-an-impact/marguerita-cheng>

[Read Rita Cheng's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/marguerita-cheng)

 How Rita Cheng navigated barriers to become a trusted financial planner...

<https://www.vantageimpact.com/women-advisors-making-an-impact/jacqueline-campbell>

[Read Jaq Campbell's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/jacqueline-campbell)

 How Jacqueline Campbell turned a high school internship into a career that changes lives...

<https://www.vantageimpact.com/women-advisors-making-an-impact/katharine-earhart>

[Read Katharine Earhart's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/katharine-earhart)

 How Katharine Earhart launched an RIA and why she wishes she would have done it sooner...

<https://www.vantageimpact.com/women-advisors-making-an-impact/brittan-leiser>

[Read Brittan Leiser's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/brittan-leiser)

 How Brittan Leiser does her part to empower clients and young women...

<https://www.vantageimpact.com/women-advisors-making-an-impact/cammy-smith>

[Read Cammy Smith's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/cammy-smith)

 How Cammy Smith grew her financial advisor firm by offering a different perspective...

<https://www.vantageimpact.com/women-advisors-making-an-impact/erica-arroyo>

[Read Erica Arroyo's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/erica-arroyo)

 How Erica Arroyo balances leadership with financial advising—and why her two roles are more similar than you might think...

<https://www.vantageimpact.com/women-advisors-making-an-impact/brenna-surette>

[Read Brenna Surette's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/brenna-surette)

 How Brenna Surette found a perfect fit with financial planning—and why other women might too...

<https://www.vantageimpact.com/women-advisors-making-an-impact/rachael-burns>

[Read Rachael Burns's Story](https://www.vantageimpact.com/women-advisors-making-an-impact/rachael-burns)

 How Rachael Burns found work-life balance by building an independent practice—and why it was easier than she imagined...

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