Featured Panelists:
Dawn Doebler, MBA, CPA, CFP®, CDFA®
Principal, Senior Wealth Advisor, The Colony Group
Dawn has provided wealth management, financial planning and corporate finance solutions for clients for over 25 years. She is a weekly contributor to WTOP radio and co-founder of Her Wealth®, where she draws upon her vast experience to inform and educate women about financial issues relevant to them.
Constance Miner, CFP®, RICP®
Managing Director, Wealth Manager, Steward Partners Global Advisory LLC
Connie has over 30 years of experience in financial services, primarily working with individual investors. She focuses on helping her clients in the accumulation, management and distribution of their financial assets in a manner that provides independence and confidence in their future.
Moderator:
Kathleen Flaherty, CPA
Principal of Matthews, Carter & Boyce
In a career that spans more than 30 years, Kathy has extensive experience in auditing, accounting and consulting services to a broad range of clients.