February 2020 Member Spotlight

Arleatha Williams, RICP ^®

Sr. Financial Advisor
Harbour Bridge Wealth Management Advisors
Wells Fargo Advisors Financial Network

… in the early 1990s after being asked to do retirement seminars for a Fortune 50 company. I realized consumers needed more assistance in addressing longevity issues including, how to put all of the pieces together in the most beneficial manner, what to do after work and estate investment planning. These challenges required a more in depth knowledge than discussing year-over-year returns and I used this input to earn the Retirement Income Certified Professional (RICP®) designation.


the financial publication Investment News about 10 years ago. I attended a seminar about 8 years ago sponsored by a Third Party Administrator. There, I met another woman of color who worked for a Third Party Administrator in New York City. She also told me about WIPN and when I attended her seminar, I learned that WIPN was having a seminar in NYC later that month, which I also attended.


If you want to go fast, go alone; If you want to go far, go together.”


, “Not everything that is faced can be changed but nothing can be changed until it is faced.” This reminds you that change is constant and one must be flexible enough to adjust to change without losing oneself.[vc_single_image image="7292" img_size="200x200" el_class="round-image"]

Rosalyn Brown, CRPS ^®

VP, Regional Director at The Newport Group

as a Business Development Officer at BB&T working with start-up plans to 3M in assets. Today I work for Newport as a Regional Director working with plans of all sizes on their recordkeeping needs for a multitude of retirement solutions


… it is a topic that impacts so many yet understanding is so low. I find joy in knowing my part in the process will allow some people to control their future and retirement on their own terms.


WIPN has the ability to connect women in the industry and strengthen our voice. We come together with other like-minded women that motivate each other to reach their full potential in their career but also allow more women to be visible in an industry that is significantly male. With more and more of our decision makers being women there is a value in amplifying the voice and needs of women across the industry.


Many networking events are just information on legislative updates, new products, and the exchange of business cards. WIPN promotes the build of relationships where members become vested in your passions, struggles, and advancement.


It is imperative! The value that women bring to the industry cannot be under shadowed. The workforce is more diverse than ever and making sure the advocate on the other side of the table understands you help ensure the client is heard, their needs are met, and they are understood.[vc_single_image image="7295" img_size="200x200" el_class="round-image"]

Janine J. Moore, AIF, CPFA, CFS

SVP, Retirement Practice Leader
Peak Financial Group, a division of HUB International

I started with the 457 retirement division of Nationwide Insurance. As a young minority female, I was on display as an Affirmative Action success story. It was challenging and stressful to be representing your race in every meeting and interaction but I had a wonderful mentor who taught me the ropes. After three years and four promotions, I was asked to relocate to Houston for a sales position. After a short stint as a financial advisor, my two partners and I formed Peak Financial Group and later moved to LPL Financial. Over 17 years later, our firm was acquired by HUB International and I now serve as one of two Retirement Practice Leaders for HUB Texas.


I still find great joy in helping a young person get started on their savings journey as well as helping my long-time participants transition into retirement. I believe that we truly have one of the best jobs in the world!


Throughout the years, I’ve been a part of several women’s organizations including the National Assoc. of Women Business Owners, Federation of Houston Professional Women and Northwest Houston Business & Professional Women. Although these are not specifically advisor-focused, it did provide the sense of community that I was looking for. Most recently, I co-chaired the ARA’s Women in Retirement Conference after serving on several panels. WIPN was not yet started in Texas but I was exposed to it on a national basis at the NAPA 401(k) Summit conferences. As soon as the Texas chapter started last Fall, I joined and participated in the inaugural networking event, benefitting Dress for Success. Our industry is full of dynamic women leaders and WIPN seems to attract the best!


There was literally nothing like WIPN in the Houston area – the opportunity to connect with like-minded women advisors is priceless.