“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

Daryl Ann Gillich
REGISTERED REPRESENTATIVE & INVESTMENT ADVISER REPRESENTATIVE

Nancy Carlson, CFP®
FINANCIAL PLANNER