Circles

Ambassador Circles

Engage with the Ambassador Community through one of our inspiring Ambassador Circles.

 

These small groups provide a supportive and collaborative space for members to engage in meaningful conversations, and work together to create positive change in the financial advising industry. The Circle also aims to grow its membership, both within the group and the broader Ambassador community, to enhance the potential for long-term change.

 

If you are interested in learning more about one of these circles, contact Tracy@womensleadalliance.org and be sure to check out the EVENTS for upcoming Circle meetings and the MEMBER DIRECTORY to contact Circle Chairs.

 

*Circles develop their own meeting schedule but typically meet virtually, 4-6 times/year.

Advocacy Circle

Chaired by Laura Webb

A Circle committed to advocating for gender equality and promoting thought leadership to empower women and ensure they have a seat at the table across all levels of the financial advising profession.

 

Early Career Advisors Circle

Chaired by Alea Groshek & Gyles Laney

Focus is on advisors in the first 5 years of their professional career, providing relevant professional development topics and networking support.

 

Regional Circles

Provide local, grass-roots advocacy and support, working with the WLA in our mission to attract, develop, and advance women in the financial advising profession.

 

  • Arizona Circle

Chaired by Teri Kelley & Nicole Corning

  • Colorado Circle

Chaired by Kristina Meyers & Julie Pressnell

  • Dallas Circle

Chaired by Lauren Kaufman & Carol Anderson

  • Florida Circle

Chaired by Alanna Morrey & Tori Boswell

  • Greater Midwest

Chaired by Amanda Schneider

  • Oregon Circle

Chaired by Kimberlee Bouska & Natalie Berning

  • Tri-State Area Circle (CT, NJ, NY)

Chaired by Angela Raitzin & Cristina Curiale

 Are you interested in starting a Circle in your state/region?