“At PCIA, we are proving that recruiting the highest-quality businesses and improving diversity are not mutually exclusive endeavors.”
-Glenn Spencer, CEO
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
DIRECTOR OF FINANCIAL PLANNING & CLIENT EXPERIENCE
Sarah Harris, AIF®
Lisa D. Jones, AIF®, CRPS®
MANAGING DIRECTOR, SPRINGFIELD MARKET / FINANCIAL ADVISOR
Terri Lewis, CLU®, CHFC®
Deanne Palmer, MBA
Wendy Prestwood, CMFC, CRPC
Karin Tyson, ChFC®, CLU®, CFP®
Nancy Carlson, CFP®
Fakhr “Naz” Alavi
Erin Berglund-Burns, CEP®
CERTIFIED ESTATE PLANNER, LA RESIDENT LIFE & HEALTH INSURANCE AGENT
Ashley Terrell, MBA
Leesa Childress Sluder, MA, CSRIC®
SENIOR FINANCIAL ADVISOR
Jennifer C. Flaherty, CFP®, CRPC®
Kerry Keihn, CSRIC®, ABFP℠
PARTNER & FINANCIAL ADVISOR
Ashley E.H. Scott, CFP®
Annette A. VanderLinde, MBA, CWS®, AIF®
CHIEF CLIENT OFFICER
The Sports Power Brunch
The 4th Annual Sports Power Brunch hosted in Scottsdale recognized influential women who have made an indelible mark in the sports industry. Our team was honored to be a marquee sponsor of the event and sent a few of our advisors and associates to get inspired. Check out some of their reactions to the experience!
A huge congratulations to the Sports Power Brunch team on an incredible event! We left feeling empowered and motivated in our own work!