“At PCIA, we are proving that recruiting the highest-quality businesses and improving diversity are not mutually exclusive endeavors.”
-Glenn Spencer, CEO
Our Pledge
PCIA strongly believes that there are not nearly enough women represented in financial planning leadership roles and the industry as a whole. And research from McKinsey & Company shows that women make up just 15% of financial advisors. In an industry dominated by male viewpoints, the women of PCIA offer discerning investors a fresh perspective. We need more of this. The time has come to expand the table, including the diverse experiences of all those driven to serve the financial needs of investors.
We are committed to playing our part in amplifying the voices of underrepresented people in financial services, including in our own organizational ranks. For this reason, we have taken steps toward establishing a 501(c)(3) dedicated to recruiting, engaging and uplifting women in finance.
There are NO LIMITS to what we can do when we start with a mindset of instilling greatness in every aspect of our lives. We hope you join us in rewriting the playbook of our industry.
Our Female Advisors
Get to know the women of PCIA
Sarah C. Doerr
PARTNER
Laura Ehrenberg-Chesler
PARTNER
Daryl Ann Gillich
REGISTERED REPRESENTATIVE & INVESTMENT ADVISER REPRESENTATIVE
Sarah Harris, AIF®
FINANCIAL ADVISOR
Lisa D. Jones, AIF®, CRPS®
MANAGING DIRECTOR, SPRINGFIELD MARKET / FINANCIAL ADVISOR
Terri Lewis, CLU®, CHFC®
FINANCIAL ADVISOR
Marilou Moursund
PARTNER
Deanne Palmer, MBA
INSURANCE AGENT
Dawn Potts
FINANCIAL ADVISOR
Wendy Prestwood, CMFC, CRPC
WEALTH ADVISOR
Katie Randall
FINANCIAL ADVISOR
Karin Tyson, ChFC®, CLU®, CFP®
PARTNER
Nancy Carlson, CFP®
FINANCIAL PLANNER
Ashlea Jones
FINANCIAL ADVISOR
Fakhr “Naz” Alavi
INVESTMENT ADVISOR
Erin Berglund-Burns, CEP®
CERTIFIED ESTATE PLANNER, LA RESIDENT LIFE & HEALTH INSURANCE AGENT
Ashley Terrell, MBA
FINANCIAL ADVISOR
Featured Content
Women and Money: Suddenly Single By Choice Or By Chance
How do can women combat and be ready at a moments notice financially in the case of becoming suddenly single. Read on to make sure you are prepared.
Women and Money: Avoiding Healthcare Expense Mistakes in Retirement
Women generally have a long list of to-dos that can feel never ending. More often than not, last on the list is “take care of myself.” The repercussions of that oversight can be damaging when it comes time to retire.
Women and Money: Business Ownership
Knowing that women are poised for success in their business ventures, but potentially facing obstacles to their goals, we wanted to lay out some of the fundamental considerations that are within an entrepreneur’s control. Here are the five things every female entrepreneur needs to know now.