This webinar will showcase four case studies on NAPFA firms who have made encouraging progress around diversity, equity, and inclusion in their companies. The firms themselves are also diverse, including women-owned firms, large firms, solo firms, and a firm focused on helping those with special-needs family members. Panelists will discuss the work they have done in DEI, give other advisors support and resources to use in their journey, and talk about how DEI can fit into the work of large or solo firms. The firms all have different focuses and approaches, but all coalesce around one central theme – everyone, no matter the makeup of their firm, can make progress in DEI.
This webinar is brought to you by the NAPFA Diversity, Equity, and Inclusion Initiative.
Chloé A. Moore, CFP®, is the founder of Financial Staples, a virtual, Fee-Only financial planning firm based in Atlanta, GA, and serving clients nationwide. She is also co-founder of BLatinX Internship Program (BLX), at www.blxinternship.org, which provides paid internship opportunities to aspiring Black and Latinx financial planners.
Michael C. Walther II, CPA/PFS, CFP®, CFA®, founded Oak Wealth Advisors in 2008 to provide guidance to families like his own with loved ones with special needs. He speaks frequently to special needs organizations, in university classrooms, and at financial services conferences about the essential elements of effective special needs planning. Walther and his firm have been fortunate to have received numerous honors and awards for their work with the special needs community.Jordan Dyson
Jordan Dyson has defined her career by building connections - between initiatives, ideas, technologies, and people. With nearly a decade in financial services and a foundational skillset in organizational communication and development, she is pursuing her Master of Science in Learning & Organizational Change at Northwestern University while leading associate development at Buckingham Wealth Partners.Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™
Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™ is the founder and owner of Rooted Planning Group, a 100% women owned, Fee-Only financial planning firm. Irvine’s passion is to provide financial planning that looks at all aspects of a client’s life, and how their finances support them to create and live a meaningful life unique to their own dreams and desires. Irvine is the author of "Uncork Your Finances" and host of the podcast “Wine and Dime,” which were both created to blend two of her passions together and take the "scary" out of finance.