Magazine

Meet Ellevest’s Financial Planners

By Ellevest Team

Research shows that people with a financial plan have 2.7x the net worth of those who don’t. So, to help more women take control of their money — and their lives — our financial planning is built to be inclusive with affordable options, especially for Ellevest clients, who get up to 50% off all sessions.

Our all-women team of financial planners has years of experience helping women go after their goals: taking control of your money after divorce, knowing the smartest steps to take after a financial windfall, retirement planning, preparing to buy a home, and much more. Each planner holds the title of CFP® professional, or CERTIFIED FINANCIAL PLANNER™ professional, aka the highest level of credibility in the industry. Not only do they bring a wealth of knowledge to every conversation, but they also truly want you to succeed.

Get to know Ellevest’s team of financial planners below, then see for yourself how they support you every step of the way for yourself: Book a complimentary 15-minute call with us today.

Lynn Ackerman, CFP®, CPA (she/her)

A headshot of Financial Planner Lynn Ackerman Lynn enjoys helping people gain peace of mind about their finances so much, she literally made it her job. She began her career in tax as a Certified Public Accountant and later went on to become a CERTIFIED FINANCIAL PLANNER™. Over the last 20 years, she worked at four Chicago firms before coming to Ellevest, helping clients achieve their goals and build plans for all aspects of their big financial picture. She excels at making complex topics feel simple and guiding her clients to make smart decisions for their future. Lynn loves everything Peloton, taking her dogs for long walks, traveling, reading, and gaining new experiences.

Sofia Figueroa, CFP® (she/her)

A headshot of Financial Planner Sofia Figueroa. Sofia believes that financial education is an essential part of any woman’s toolkit. As a CERTIFIED FINANCIAL PLANNER™ professional, she’s passionate about helping women define their money goals and create a plan to achieve them through financial planning. Sofia has a bachelor’s degree in business administration from the University of Oklahoma and brings several years of financial planning experience to her role at Ellevest. She’s currently based in Albuquerque, NM, where you can catch her taking a Peloton class, hitting the slopes, or cheering on her Oklahoma Sooners on a Saturday afternoon.

Healy Marroy, CFP® (she/her)

A headshot of Financial Planner Healy Marroy. Healy is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial planning industry. She splits her consulting work between Ellevest and FinWhip Technologies, where she’s helping to develop new artificial intelligence-powered financial tools. Her passion for finance began at a young age, when she saw firsthand the challenges that families face due to financial hardship. She’s committed to helping others achieve financial security and peace of mind, and as an active member of the Young Women’s Alliance, she is passionate about using her skills to give back to the community. Healy has a bachelor of science in finance from Louisiana State University, and in her downtime, she enjoys hiking as much as refinishing used furniture.

Corrinne McKenna, CFP®, AFC® (she/her)

A headshot of Financial Planner Corrinne McKenna. As a former professional pilot and current financial planner and counselor, Corrinne embraces the idea that life follows no script, and an unforeseen path usually takes us to places that enrich our lives in ways we never expected. She has lived internationally and across the United States, exploring the country on a sailboat and in a Sprinter van. What Corrinne brings to her financial planning clients is an enthusiasm for the road less traveled, as well as the knowledge and experience to traverse it in a way that doesn’t threaten security or well-being. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Financial Counselor® designations, and is passionate about working with women who hunger to be daring and different. If you have a bold goal, she wants to be your partner to help you get there.

Kerry O’Brien, CFP®, EA (she/her)

Kerry O’Brien, CFP®, EA (she/her) Kerry understands the challenges women can face with balancing a career and raising a child. While working in the financial services industry for almost two decades, she’s had to make tough choices with her own career, parenting, and money, especially as a single parent. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with the IRS, Kerry has acquired vast expertise in financial planning, investing, and tax. She is passionate about helping other women gain the financial knowledge, control, and confidence that they desire and deserve. In particular, Kerry has a gift for explaining complex financial topics, and guiding clients to take strategic financial actions for their future, while being mindful of living in the present. Based in the Boston area, Kerry enjoys cheering for her daughter at the hockey rink, practicing yoga or fitness, or driving in the open air in her Jeep.

Michelle Petrowski, CFP®, CDFA® (she/her)

A headshot of Financial Planner Michelle Petrowski. Michelle meets clients where they are, not where society says they should be. With more than three decades of experience in the financial services industry, she’s a tireless advocate for financial literacy and freedom. Her passion as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, takes her beyond the workplace: when she’s not working with clients, she’s volunteering with organizations like Savvy Ladies in New York and Fresh Start Women’s Foundation in Arizona. She’s also served on the Board of Directors (BOD) for the Financial Planning Association in New York and Phoenix, as Membership Director for the Maricopa County Association of Family Mediators, and as Treasurer on the BOD for the Alisa’s Angels Foundation. She’s also a contributing writer for Retirement Daily and The Street.

Nicole Phillips, CFP®, CDFA® (she/her)

A headshot of Financial Planner Nicole Phillips. Nicole is passionate about empowering women to take charge of their financial lives. Her passion for helping women navigate life and finances started with her time as a financial planner for Gold Star Families — families who have lost a loved one in the military. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® with a bachelor’s degree in finance from Louisiana State University. She currently lives in San Diego, CA, where you can catch her on a long walk at the beach, reading a novel, or working on a sewing project from her most recent thrift find.

Rhonda Riggins-Farrell, CFP® (she/her)

A headshot of Financial Planner Rhonda Riggins-Farrell. As a dedicated CERTIFIED FINANCIAL PLANNER™ professional, Rhonda Riggins-Farrell has been helping people with diverse socioeconomic backgrounds live their best lives for more than 15 years. She’s fueled by the belief that everyone can achieve financial wellness, no matter where they are in their financial journey. She brings warmth and empathy to all her client relationships, and is committed to helping them navigate life’s ups and downs with confidence and ease. Rhonda has an MBA with a specialization in Finance from Saint Louis University. In her free time, she enjoys volunteering, experimental cooking, and going on family vacations. She currently lives in O’Fallon, Missouri.

Sabrina Rosh, CFP® (she/her)

A headshot of Financial Planner Sabrina Rosh. Sabrina is a CERTIFIED FINANCIAL PLANNER™ professional™ with more than 15 years of experience in financial services and investments. Sabrina is passionate about helping clients achieve their financial goals through strategic planning and personalized solutions. She especially loves talking about all forms of charitable giving. Outside the world of financial planning, she calls the Bay Area home and enjoys exploring new destinations with her husband and cherished puppy, Finn.

Victoria Sado, CFP® (she/her)

A headshot of Financial Planner Victoria Sado. Victoria is a huge believer in financial education, and that no amount of debt or other money-related hurdles are too difficult to overcome. She’s a CERTIFIED FINANCIAL PLANNER™ professional and has more than 10 years’ experience in accounting and financial services, including the time she spent in tax planning for small business owners and financial planning for people who received large financial settlements. Victoria loves any opportunity to meet new people and to get to know more about them. During her free time, you can usually find her hiking, volunteering, traveling, enjoying a good book, or practicing the three (and counting!) other languages she speaks.

Kate Schwartz, CFP® (she/her)

A headshot of Financial Planner Kate Schwartz. Kate grew up watching her mother navigate her own career in finance — and the roadblocks that came with working in an industry that wasn’t built for women. Now, as a CERTIFIED FINANCIAL PLANNER™ professional with more than 8 years of experience, she’s helping women navigate their own financial lives with confidence. Kate’s financial planning strategies are rooted in empathy and active listening: she received a bachelor’s degree in Psychology from the University of Oregon and is currently studying to become a Certified Financial Therapist. She’s also an active member of the Portland Women in Investment Management Group. In her free time, she enjoys hiking with her husband and their labradoodle, Penny.

Patricia Stallworth, CFP® (she/her)

A headshot of Financial Planner Patricia Stallworth. Patricia Stallworth has been a CERTIFIED FINANCIAL PLANNER™ for more than two decades, helping women take control over their financial lives and navigate their finances with knowledge and planning. Growing up in a family that never talked about money, Patricia received her MBA from the University of Kentucky and became a financial advisor to help women avoid making the same mistakes that she did. Since then, she's authored several books about personal finance, built her own financial planning practice, and taught financial planning courses. She currently lives in Southern California where you can find her reading, writing, working on her latest project, and walking on the beach.

Veronica Taylor, CFP® (she/her)

A headshot of Financial Planner Veronica Taylor. Veronica is one of our CERTIFIED FINANCIAL PLANNER™ professionals with her own personal journey of paying down debt and breaking the generational cycle of living paycheck-to-paycheck. Ever since then, her mission has been to help close the racial wealth divide by sharing her knowledge and guiding others in the Black community particularly — not by just paying down debt, but helping to build their financial legacies. She switched careers to reposition her life’s work and career path in support of making that vision a reality. She believes it’s one thing to help clients with their personal finances, but it’s a very different thing to help them build wealth for themselves and their families and is doing her part in making that change.

Darci Zaunmiller, CFP®, CDFA® (she/her)

A headshot of Financial Planner Darci Zaunmiller. Darci Zaunmiller’s financial planning ethos is inspired by the words of Edwin Louis Cole: "There are dreamers and there are planners; the planners make their dreams come true.” As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® with over 15 years of experience, Darci has been helping women make their dreams come true through the transformative power of strategic planning. Based in sun-drenched Arizona, she spends her free time playing recreational paintball, reading, and hiking.


Feel like you matched with a financial planner? Schedule a 1:1 session to get personalized financial guidance, here, or book a complimentary 15-minute call to determine which session is the right fit for you.


Disclosures

© 2024 Ellevest, Inc. All Rights Reserved.

All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

Ellevest Team

Ellevest helps women build and manage their wealth through goal-based investing, financial planning, and wealth management. Our mission is to get more money in the hands of women.