Jamie 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:…

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Sonya 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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