From the April 2008 issue of Wealth Manager Web • Subscribe!

April 1, 2008

The 50

What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets under management or who has the highest production numbers. Some, for example, are on this list because of less-tangible contributions they've made to women in the profession, such as serving on committees or mentoring. However, they all have at least one thing in common: they are role models for the next generation of women advisors.

See the image at the end of this piece for a printable version of the list.

--The Editors

Karen Altfest
L.J. Altfest & Co.
New York, NY
www.altfest.com

Sandra L. Atkins
Focus Wealth Management
Middleburg, VA
www.focus-wealth.com

Laurie Bagley
Strategic Wealth Advisors
Scottsdale, AZ
www.Xpertadvice.com

Elaine Bedel
Bedel Financial Consulting
Indianapolis, IN
www.BedelFinancial.com

Patricia C. Brennan
Key Financial
West Chester, PA
www.keyfinancialinc.com

Connie Brezik
Asset Strategies
Casper, WY
www.asset-strategies-inc.com

Janet Briaud
Briaud Financial Planning
Bryan, TX
www.briaud.com

Elissa Buie
Yeske Buie
Vienna, VA
www.yebu.com

Peggy S. Cabaniss
HC Financial Advisors
Lafayette, CA
www.hcfinancial.com

Katherine A. Christoferson
Harold C. Brown & Co.
Buffalo, NY
www.hcb.com

Karen Clark
SunTrust
Nashville, TN
www.suntrust.com

Donna Skeels Cygan
Essential Financial Planning
Albuquerque, NM
www.essentialfinancialplanning.com

Marilyn Capelli Dimitroff
Capelli Financial Services
Bloomfield Hills, MI
www.capellifs.com

Stephanie Enright
Enright Premier Wealth Advisors
Torrance, CA
www.enrightpremier.com

Heather Roulston Ettinger
Fairport Asset Management
Cleveland, OH
www.fairportasset.com

Carol L. Fishburn
Brentwood Advisory Group
Los Angeles, CA
www.BrentwoodAdvisoryGroup.com

Susan Freed
Susan Freed & Associates dba Freed Advisors
Chevy Chase, MD
www.freedmyers.com

Melissa K. Hammel
Hammel Financial Advisory Group
Brentwood, TN
www.hammelfinancial.com

Paula H. Hogan
Hogan Financial Management
Milwaukee, WI
www.hoganfinancial.com

Cheryl R. Holland
Abacus Planning Group
Columbia, SC
www.abacusplanninggroup.com

Jill Hollander
Financial Connections Group
Berkeley, CA
www.financialconnections.com

Patricia P. Houlihan
Houlihan Financial Resource Group
Reston, VA
www.houlihanfinancial.com

Deena Katz
Evensky & Katz
Coral Gables, FL
www.evensky.com

Leslie Jeanne Kelly
American Financial Advisors
Orlando, FL
www.afadvisors.com

Leah Hoffman Langerman
Hoffman and Hock
Phoenix, AZ
www.hoffmanandhock.com

Diahann W. Lassus
Lassus Wherley
New Providence, NJ
www.lassuswherley.com

Grace Y. Lau
PacWest Financial Management
Phoenix, AZ
www.pacwestfn.com

Judith W. Lau
Lau Associates
Wilmington, DE
www.lauassociates.net

Alexandra Lebenthal
Family Wealth Management
New York, NY
www.alexandraandjames.com

Linda Lubitz
Mosaic Financial Partners
San Francisco, CA
www.MosaicFP.com

Mary A. Malgoire
The Family Firm
Bethesda, MD
www.familyfirm.com

Caprice Mallett
Biltmore Wealth Advisers
Phoenix, AZ
www.capricemallettonline.com

Judith A. McGee
McGee Financial Strategies
Portland, OR
www.mcgeenet.com

Carol C.Pankros
CCP Financial Planning Services
Palatine, IL
www.ccpfps.com

Lori R. Price
Price Financial Group
Wilton, CT
www.pricefinancialgroup.com

Sheryl L. Rowling
Rowling, Dold & Associates LLP
San Diego, CA
www.rowling.com

Peggy M.Ruhlin
Budros, Ruhlin & Roe
Columbus, OH
www.b-r-r.com

Tara L. Scottino
Carter Financial Management
Dallas, TX
www.cascfm.com

Judith A. Shine
Shine Investment Advisory Services
Lone Tree, CO
www.shineinvestments.com

Anne B.Shumadine
Signature Financial Management
Norfolk, VA
www.sigfin.com

Susan Spraker
Spraker, Fitzgerald, Tamayo & Moisand
Maitland, FL
www.sprakerfitzgerald.com

Kathleen Stepp
Stepp & Rothwell
Overland Park, KS
www.steppandrothwell.com

Mary Sterk
Sterk Financial Services
Sioux City, IA
www.sterkfinancialservices.com

Susan Stevens
Stevens Portfolio Design LLC
Deerfield, IL
www.gotospd.com

Marita A. Sullivan
JMG Financial Group
Oak Brook, IL
www.jmgfinancial.com

Carolyn P. Taylor
Weatherly Asset Management
Del Mar, CA
www.weatherlyassetmgt.com

Rhona Vogel
Vogel Consulting
Brookfield, WI
www.vogelcg.com

Debra Wetherby
Wetherby Asset Management
San Francisco, CA
www.wetherby.com

Christina Winch
Winch Advisory Services
Appleton, WI
www.winchadvisoryservices.com

Jeanie Wyatt
South Texas Money Management
San Antonio, TX
www.stmmltd.com

Wealth Manager's 50 Most Influential Women in Wealth Management

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