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 …
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 …
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 …
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 …
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 …
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 …
Thomasina E. Skipper, MBA, ChFC®, CLU®, CLF®, CPBC® Read More »
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 …
Dr. Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF® Read More »
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 …
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 and a Realtor® Keller Williams Select Realty. A well-known consultant, coach, trainer and professional speaker Regina has traveled the U.S. …
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 …
Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.
DISCLAIMER:The information and materials presented on moneyweave.org including in any webinars are exclusively for informational purposes only and are not intended to and do not constitute financial, investment, legal or other professional advice. Neither Moneyweave® Academy, nor its board, authors, or publishers are offering financial, investment, legal, accounting, tax or other professional advice or services and no professional relationship is formed.
While Moneyweave® Academy has used due diligence in preparing content and assembling the Board Certified Experts and Qualified Experts Directory, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content, Board Certified Experts, Qualified Experts, or resources. We disclaim any and all liability in the event any information, material, or content, or advice/recommendations from Board Certified Experts or Qualified Experts prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, please seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.
While we have used due diligence in preparing content, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content. We disclaim any and all liability in the event any information, material, or content proves to be inaccurate, incomplete, or unreliable or results in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.
Copyright© 2021 Moneyweave® Academy. All rights reserved.
Elements of this site including graphics, text, logos, designs, and arrangement may not be used or reproduced without the written consent of Moneyweave® Academy.
Moneyweave®, the Moneyweave logo™, Weaving Money, Goals, and Values™ and all other related names, logos, and slogans are trademarks and cannot be used or reproduced without our written consent.
Website designed by Briarwood Consulting Services, LLC.