JOANNA FLANAGAN
November 30, 2023
Noted veteran legal and taxation professional Joanna Flanagan is the public policy counsel for the Certified Financial Planner Board.
Noted veteran legal and taxation professional Joanna Flanagan is the public policy counsel for the Certified Financial Planner Board.
An expert in finance, business management, and accountancy, Lorraine J. Kelly is the chief financial officer of Delaney Consulting, LLC.
Celebrated business leader Cindy B. Adler has been president of Alliance Leasing & Financial Services, Inc., in Phoenix, Arizona, since 1995.
Passionate about helping people, Brenda C. Martin is assistant vice president, risk analyst, at Bank of America in Jacksonville, Florida.
With love for numbers and helping people through nonprofits, Lisa A. Gioia has been an award-winning CPA for more than four decades.
Aren G. Anderton is executive vice president of asset management operations at Invigorate Finance and product owner and manager at LauraMac.
Longtime banking expert Amanda Ellis Weaver is a senior vice president and private banking leader at Bank Independent in Huntsville, Alabama.
An expert in taxes, education, and event planning, Lauren B. Nilssen is deputy executive director of the National Society of Accountants.
With valuable experience in banking and finance, Pattie K. Rokyta is the Houston West executive director and area manager at Chase Bank.
Certified public accountant Rana Wilson owns Inner Sanctuary, Inc., and is the author of the upcoming book “The Conscious Money Guide™”
Chequetta M. Dessources is regional vice president of IHG Hotels & Resorts, selected for all of the company’s financial leadership programs.
Grazielly Duarte Costa is world-recognized certified public accountant at Petrobras America Inc., and owns the clothing company GraziAlley.
As senior vice president and chief underwriting officer at Richmond National, Ashlee Randall is a busy, seasoned expert in risk assessment.
Finance and wealth management expert Yolla S. Kairouz is executive director at J.P. Morgan Private Bank in Los Angeles, California.
Heather Marie Hale, consultant of stakeholder management at Blue Shield of California, handles project and training requests-and much more.
Ordained minister and tax expert D. Lavelda Davis, president of Davida Enterprises, meets people’s needs spiritually and practically.
With 20-plus years of experience, Carla Reyes Marco is a non-deliverable forward broker at Tradition and one of the firm’s few women brokers.
Mary A. Brown ascended the ranks at Speedy Tax Preparation & Bookkeeping Service to become the owner and chief executive officer.
Becky Lynn Huston is a revenue audit manager at Caesars Entertainment, Inc., and magna cum laude accounting graduate of Colorado State University Global.
Prajna Khisty, an expert retirement planning specialist, also focuses on estate, business succession, and comprehensive financial planning.
Leading with a special focus on business insurance, Belen Sanchez-Ceja is the owner and president of Belen Insurance.
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