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Member Spotlight

Member Spotlight

WIPN March 2023 Member Spotlight

  • March 21, 2023
  • Posted by author-avatar Gail
20 Mar
Hailey (McLaughlin) Fields CIMA® Consultant & Director of Client Services at Multnomah Group, Inc. WIPN Oregon Chapter Co-Chair How has WIPN had an impact o...

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Member Spotlight

WIPN February 2023 Member Spotlight

  • February 27, 2023
  • Posted by author-avatar Gail
27 Feb
Sheray Oliver (She/Her)   Participant Education Consultant at OneDigital WIPN DE&I Committee How has WIPN had an impact on you and your career? ...

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Member Spotlight

WIPN January 2023 Member Spotlight

  • January 23, 2023
  • Posted by author-avatar Gail
23 Jan
Shelby Columbus Sr. Business Planning Analyst, Franklin Templeton WIPN Tampa Chapter Co-chair How has WIPN had an impact on you and your career?  Being rela...

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Member Spotlight

WIPN December 2022 Member Spotlight

  • December 20, 2022
  • Posted by author-avatar Gail
19 Dec
Breezy Paulus, Assurance Director at CLA WIPN Tampa/St. Petersburg Chapter Co-chair As a longstanding member of WIPN, how has WIPN had an impact on you and your care...

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Member Spotlight

Q3 2022 Sponsor Member Spotlight

  • October 31, 2022
  • Posted by author-avatar Gail
31 Oct
Kelly Yezzi Manager, 401(k) Partner Support Paychex   How did you know that a career in the financial services retirement industry ...

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Member Spotlight

Q2 2022 Sponsor Member Spotlight

  • July 21, 2022
  • Posted by Charlie Stinchfield Charlie Stinchfield
18 Jul
Carrie Ohm, CPFA Vice President of Corporate Development, OneDigital | Retirement + Wealth How did you know that a career in the financial services retirement in...

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Member Spotlight

WIPN May 2022 Member Spotlight

  • May 17, 2022
  • Posted by author-avatar Gail
17 May
Lisa R. Morris, CEBS, QPA, QKA, ERPA Compliance Analyst / Smart USA Co. Please share a WIPN-inspired story that influenced your professional career.  At a local ...

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Member Spotlight, Sponsors

WIPN Q1 2022 Sponsor Member Spotlight

  • April 6, 2022
  • Posted by Charlie Stinchfield Charlie Stinchfield
22 Mar
Marcia Dennis Vice President, Integration Management at Ascensus How did you know that a career in the financial services retirement industry was right for you? ...

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Member Spotlight

WIPN February 2022 Member Spotlight

  • April 3, 2022
  • Posted by Charlie Stinchfield Charlie Stinchfield
15 Feb
Kimberly (Cunnane) Oros, AIF, CPFA, QKA, QKC, QPA Director, CBIZ Retirement & Investment Solutions How did you find out about WIPN? Cindy Horn Kennedy introd...

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Member Spotlight

WIPN January 2022 Member Spotlight

  • April 1, 2022
  • Posted by Charlie Stinchfield Charlie Stinchfield
24 Jan
Aubrey M. Christ, QKA, QPFC President, The Retirement (k)oncierge Group How did you find out about WIPN?  East Chapter Chair Pam Brooks, introduced me to WIPN a ...

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Member Spotlight, Sponsors

WIPN Q4 Sponsor Member Spotlight

  • April 1, 2022
  • Posted by Charlie Stinchfield Charlie Stinchfield
16 Dec
Jennifer Mulrooney, AIF® Vice President, Regional Retirement Consultant at American Century Investments When did you know that a career in the financial servic...

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Member Spotlight

WIPN 2022 Board Spotlight

  • December 13, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Dec
Mindy O’Connor Head of Business Development, Retirement Ascensus Why did you choose to step forward and join the WIPN Board for 2022? Being a long-time member ...

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Member Spotlight

WIPN October 2021 Member Spotlight

  • October 21, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
20 Oct
Erin (Vollmuth) Wikander Director, Defined Contribution Consultant BlackRock What changes do you hope to see for women in the retirement industry in the next 5 ...

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Member Spotlight

September 2021 Member Spotlight

  • September 22, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
22 Sep
Antonia Corrales, MBA, CRPS®, CIMA® (She/Her) Investment Specialist at John Hancock Investment Management How do you see WIPN affecting positive change in your c...

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Member Spotlight

August 2021 Member Spotlight

  • August 25, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
25 Aug
Rachael Brumund Vice President Fidelity Institutional℠ What changes do you hope to see for women in the retirement industry in the next 5 -10 years? I would per...

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Member Spotlight

WIPN July 2021 Member Spotlight

  • July 13, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Jul
Lindsey Dickman, ChFC (she/her) Senior Vice President Escalent, Home of Cogent and Javelin Is WIPN a force for change? Absolutely! Force is a great word for it ...

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Member Spotlight

June 2021 Member Spotlight

  • June 16, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
16 Jun
Karen Witham (She/Her) Vice President, Communications & Marketing at DCIIA Is WIPN a force for change? If so, how? Gathering women together with a shared sen...

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Member Spotlight

May 2021 Member Spotlight

  • May 19, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
19 May
Kari Lusby, CFP® Regional Vice President, Voya Financial What changes do you hope to see for women in the retirement industry in the next 5 -10 years?   We have ...

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Member Spotlight

April 2021 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Apr
Lisa Vachalek Client Portfolio Analyst at American Century Investments How important is it for you to be a role model for the upcoming generations of women in ...

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Member Spotlight

March 2021 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
17 Mar
Michelle Gibilisco Director of Business Development - Retirement Services, Mutual of Omaha What changes do you hope to see for women in the retirement industry i...

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Member Spotlight

February 2021 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
16 Feb
Shannon Mathis Director, Workplace Solutions at Fidelity Investments What change in terms of diversity do you hope to see in the retirement industry in the next ...

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Member Spotlight

January 2021 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
19 Jan
Ellie Bullitt (She/Hers) Vice President, Regional Account Executive, Fidelity Investments Prior to joining WIPN, how difficult or easy was it to find networking ...

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Member Spotlight

December 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
15 Dec
Christina Speck Head of Client Lab at MassMutual My current job in the retirement industry involves … building and growing the industry’s first participant and s...

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Member Spotlight, Sponsors

Third Quarter Sponsor Member Spotlight

  • August 12, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Nov
Michelle Pullen, AIF® National Account Manager at Capital Group How did you learn about WIPN? I first heard about WIPN when a mentor of mine at Capital Group, Roche...

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Member Spotlight

November 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Nov
Tina Schackman, CFA Principal, Senior Retirement Plan Consultant Benefit Financial Services Group (BFSG) What compelled you to step forward and join the WIPN Bo...

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Member Spotlight

October 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
26 Oct
Lisa Anderson Field Manager, Retirement and Financial Education at INPRS I first learned about WIPN … when it appeared on my LinkedIn feed. I reviewed the websit...

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Member Spotlight

September 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
21 Sep
Alison Smith, MSM, MBA, CRPS®, AIF® Vice President, Principal Securities I love the retirement industry because ... the retirement industry is an area of finance...

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Member Spotlight

August 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
24 Aug
Kate Dalton, CPFA, QKA I love the retirement industry because … every day is an opportunity to help others!  I love working with participants to build their retir...

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Member Spotlight

July 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
26 Jul
Melissa Terito, CPA Partner Sentinel Pension, A Division of Faulk & Winkler I love the retirement industry because … I literally get to help people all day ...

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Member Spotlight

June 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
22 Jun
Raisa Barkaloff, CIMA Vice President Federated Hermes My first job in the retirement industry was … at State Street in Boston in the late ‘90s and early ‘00s. I...

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Member Spotlight

May 2020 Member Spotlight

  • April 20, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
25 May
Jo Yi Retirement National Accounts Manager Ivy Investments How do you see WIPN affecting positive change in your career or industry? WIPN is an amazing organiz...

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Member Spotlight

April 2020 Member Spotlight

  • April 21, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
28 Apr
Kim Zook Head of DCIO Field Sales T. Rowe Price I love the retirement industry because … the work we do helps others.  Our industry is filled with tremendously ...

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Member Spotlight

March 2020 Member Spotlight

  • April 21, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
23 Mar
Amy Glynn Managing Partner GRP Advisor Alliance I love the retirement industry because … helping people achieve financial security is noble work and it has allo...

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Member Spotlight

February 2020 Member Spotlight

  • April 26, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
18 Feb
Arleatha Williams, RICP ® Sr. Financial Advisor Harbour Bridge Wealth Management Advisors Wells Fargo Advisors Financial Network I started my journey in retire...

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Member Spotlight

January 2020 Member Spotlight

  • May 4, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
20 Jan
Jessica Fox, CRPS ® Vice President, Prudential Retirement My current job is… in the Strategic Relations Team at Prudential Retirement. I am responsible for broad...

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Member Spotlight

December 2019 Member Spotlight

  • May 4, 2021
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
19 Dec
Brenda Rynski, ARCP, CRPS Sr. TPA Business Development Manager at Capital Group My current job involves… working closely with our top TPAs to help these firms gr...

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Member Spotlight

November 2019 Member Spotlight

  • November 18, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
18 Nov
Lisa Vincent Director, Institutional Defined Contribution Sales BlackRock My current job involves… Partnering with large plan sponsors along the East Coast on D...

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Member Spotlight

October 2019 Member Spotlight

  • October 17, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
17 Oct
Lisa A. Showalter, CPC, QPA, QKA Director of Business Development The Retirement Advantage, Inc. My current job involves… providing strategic thought leadership t...

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Member Spotlight

September 2019 Member Spotlight

  • September 17, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
17 Sep
Mary Jo Innis President The Row Group My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives.  It is so rew...

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Member Spotlight

August 2019 Member Spotlight

  • August 15, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
15 Aug
Katie Green Lead Consultant Clearview Advisory My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are ...

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Member Spotlight

June 2019 Member Spotlight

  • June 17, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 1 comment
17 Jun
Lisa Gallegos Retirement Sales Consultant Paychex My current job involves...  Selling 401k recordkeeping services to small businesses My first job in the ret...

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Member Spotlight

May 2019 Member Spotlight

  • May 14, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
14 May
Bridget Q. Casher Investment Consultant Conrad Siegel I first learned about WiPN when... I attended an industry conference breakfast, which was a networking eve...

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Member Spotlight

April 2019 Member Spotlight

  • April 16, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
16 Apr
Deana Calvelli Consultant Lockton Companies My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, lea...

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Member Spotlight

February 2019 Member Spotlight

  • February 18, 2019
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
18 Feb
Eileen Greenspan SVP, Senior Plan Advisor Sentinel Benefits & Financial Group My current job involves… Supporting the fiduciary responsibility and liability...

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Member Spotlight

December 2018 Member Spotlight

  • December 12, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
12 Dec
Katy Albers Strategic Sales Leader MassMutual My current job involves… strategy development and execution specific to the finals process, with a focus on commun...

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Member Spotlight

Meet our New Board Members for 2019

  • November 12, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Nov
Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say he...

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Member Spotlight

November 2018 Member Spotlight

  • November 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Nov
Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partn...

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Member Spotlight

September 2018 Member Spotlight

  • September 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Sep
Roberta Hess Senior Vice President, Marketing Ascensus My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, M...

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Member Spotlight

July 2018 Member Spotlight

  • September 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
10 Jul
Michele T. Sarna Managing Director, Partner Beacon Pointe Wealth Advisors My current job involves… educating participants on the importance of contributing to t...

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Member Spotlight

May 2018 Member Spotlights

  • May 21, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
17 May
Jennifer Murray Director, Internal Sales, Empower Retirement My current job involves...leading a team of sales professionals to drive the growth of our large, ...

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Member Spotlight

A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

  • March 23, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
23 Mar
Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 afte...

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Member Spotlight

March 2018 Member Spotlights

  • March 21, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
21 Mar
SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… pro...

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Member Spotlight

Letting Go of Fear and Making a Difference: Tammy Ouverson

  • November 3, 2017
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
25 Aug
As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes.  Recently, we spoke with Tamm...

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Member Spotlight

No Right Prescription – Life and Career Lessons from Christine Marcks

  • August 4, 2017
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
02 Aug
Ok, show of hands.  Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasu...

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Member Spotlight

Compassion is the Key, Julie Braun’s Amazing Story

  • June 11, 2017
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
13 Mar
Most would agree that winning a NAPA advisor award once is quite an accomplishment.  Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 ...

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Member Spotlight

Connections that Count: A Story of Friendship and Industry Influence

  • February 27, 2017
  • Posted by Charlie Stinchfield Charlie Stinchfield
  • 0 comments
10 Jan
Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for ove...

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Member Spotlight

Member Spotlight: Brooke Austin’s Path to the Retirement Plan Industry

  • August 1, 2016
  • Posted by author-avatar Christa Savickas
  • 0 comments
02 Aug

Brooke Austin’s interest in math and numbers led her to study finance in college; however, it was her passion for helping people reduce financial stress that drove her to focus on personal financial planning.

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