Posts by Choir
Michelle Wong
Meet Michelle Wong A seasoned operations leader with a proven track record in guiding dispersed teams across multiple industries, Michelle empowers solo and small RIAs to enhance their human capital, streamline processes, and harness technology. Her diverse background over the past 15 years, and ability to adapt quickly as the Founder and CEO of Nifty…
Read MoreAnthony Williams
Meet Anthony Williams Anthony is a seasoned financial advisor with over two decades of experience catering to diverse, new, & experienced investors, prioritizing time-tested strategies for risk management and competitive returns. With a strong academic background, including an MBA in Finance and a DBA in Finance, he is committed to lifelong learning and sharing innovative…
Read MorePodcast: The Money Script
Listen in as Sonya joins Yohance Harrison to talk about the latest developments at Choir, what leadership looks like, the importance of listening, and also – a little insurance and financial planning shop talk.
Read MoreMeasuring Diversity Beyond Race & Gender
State of the Stage Measuring Diversity Beyond Race & Gender March 2024 In a recent article, we talked about the basics of measuring conference agenda diversity for racial and gender representation. Today let’s discuss considerations for going beyond basic race and gender analysis, to look at other types of identity, diversity, and representation. Ask…
Read MoreGloria Garcia Cisneros
Meet Gloria Garcia Cisneros Gloria is a Latina first gen financial life planner who currently manages investments and financial plans for high-net-worth families in San Diego. She is an advocate of financial literacy and wants to focus her career on empowering, educating, and helping other young women and BIPOC communities with what it means to…
Read MoreSam Ushio
Meet Sam Ushio Sam is a founder of a human capital platform and change management firm. His areas of expertise are leadership, human capital, purpose, ikigai, positive psychology, behavioral coaching, and organizational culture. Areas of Expertise: leadership human capital purpose ikigai organizational culture burnout employee experience change management wellness, well-being midlife professionals life satisfaction AAPI…
Read MoreJamie Clark
Meet Jamie Clark, CFP Jamie is an inclusive financial planner, running their own virtual financial planning firm. They are a career changer from software engineering and incorporate technology to improve the processes and efficiency of their firm. Areas of Expertise: Financial Planning for queer, LGBTQ, nonbinary, trans, career changers Technology Process Virtual business operations Gender:…
Read MoreJaQ Campbell
Meet Jacqueline “JaQ” Campbell “JaQ“, as people affectionally call her, is known for her infectious energy, her community of elite world changers and her ability to inspire, influence and create sustainable change that crosses cultures and barriers. Areas of Expertise: Legacy Planning Investment Management Black Owned Wealth Management Firm Emerging Family Offices Women Entrepreneurs, Women…
Read MoreYohance Harrison
Meet Yohance Harrison Yohance has dedicated most of his life to empowering those around him to take charge of their financial future. He enjoys helping individuals, students, business owners, and advisors learn simplistic methods to execute life’s big goals. Areas of Expertise: Financial Planning medical students residents young physicians Insurance, Investment Advice, Coaching/Mentoring Advisors Business…
Read MoreSonya Dreizler
Meet Sonya Dreizler Sonya developed Choir’s certification algorithm and heads up business development for Conference Certification. Sonya’s two decades of experience in finance includes as a speaker and author focused on fostering candid conversations about gender and race in financial services, and many years as a Broker Dealer and RIA executive. Areas of Expertise: Diversity,…
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