Professional Affiliation: Moneyweave® Academy Board Member

Keith Loveland, JD

Keith Loveland is a nationally recognized attorney, author, consultant and teacher withinthe financial services profession. He is a subject matter expert to the North AmericanSecurities Administrators’ Association [NASAA]; he previously served as a subject matterexpert to the New York Stock Exchange [NYSE] Qualification Committee. Mr. Loveland hasbeen a member of the Financial Planning Association since …

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Carol Cho, CLU, ChFC

Carol Cho, CLU®, ChFC®

Carol Cho, CLU®, ChFC® is a financial professional who is obsessed with helping her clients unravel and demystify financial planning through education. She is driven by a passion to build relationships through compassion and generosity. Carol’s extensive experience in comprehensive insurance and investment planning is the result of the many roles she’s held within the …

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Jayne Ellegard

Jayne Ellegard, MBA, CFP® (Retired)

Jayne Ellegard empowers women to show up and own their financial journey with Courage, Confidence, and Wisdom! After thirty-four years of managing wealth for high-net-worth families across the United States, Jayne transitioned from advising to educating. She is uniquely qualified, with REAL experience and a variety of certifications and credentials. But even more important, she …

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Ash Spraks

Ash Sparks, CPA®, CFE®

In the time since Ashley Sparks joined Boyum Barenscheer in 2015, she has become a leader in the audit department. From being an active member of the firm’s recruitment team, conducting training of new staff, and directing teams through audits, her strong leadership skills are always in view of the firm and clients. Ashley leads …

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Erica Torkelson, CPA®

Erica Torkelson Flaherty knew she wanted to be an accountant since she was in high school. She loves languages, speaking Spanish and some French. But she loves that numbers are a universal language that most of the world is fluent in. This is what initially piqued her interest in accounting.Erica enjoys helping others, especially helping …

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Thomasina E. Skipper

Thomasina E. Skipper, MBA, ChFC®, CLU®, CLF®, CPBC®

Thomasina Etheridge Skipper was born in Cleveland, Ohio. She earned her bachelor’s degree from Syracuse University with a major in Political Science and a minor in Economics. Thomasina began her career with Fireman’s Fund Insurance Company in Cleveland, Ohio as a Personal Lines Underwriter. In 1981, Thomasina left Fireman’s Fund Insurance Companies to become the …

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Dr Daralee Barbera

Dr. Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF®

Dr. Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified business coach, international speaker, professor, author, and consultant. Dr. Barbera holds an EdD in Leadership and Organizational Change from The University …

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Kathy Longo

Kathy Longo, CFP®

Kathy Longo is Founder and President of Flourish Wealth Management. She has over 25 years of financial planning expertise and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous …

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Regina Barr

Regina Barr, MBA, MA

Regina Barr is an award-winning business owner with over two decades of leadership experience. She’s a former marketing executive, and Founder and CEO of Red Ladder, Inc., and the Women at the Top® (WATT®) Network. A well-known consultant, coach, trainer and professional speaker Regina has traveled the U.S. extensively, educating and inspiring women and men …

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Mary Quist-Newins

Mary Quist-Newins, MBA, MSFS, CFP®

Mary Quist-Newins is the founder, Executive Director, and President of Moneyweave® Academy. As a Certified Financial Planner®, and holder of two master’s degrees in business and finance (MBA, MSFS), along with two other advanced financial planning designations (CLU®, ChFC®). She has more than 30 years of experience in financial services. Passionate about helping women improve …

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