Join the conversation!
We will send you useful information and insights that empower your financial life.
Welcome to our Her Wealth community! Don’t forget to go to your Inbox to confirm your subscription.
Oops! Something went wrong while submitting the form

Her Wealth® creates Connections

Rarely do you find a team of professional women with the breadth and depth of financial knowledge and expertise in one firm.

We are wealth advisors, financial planners, investment advisors, CPAs, tax planners, divorce specialists and financial managers that serve as outsourced CFOs for companies and foundations.

That’s why we believe we are uniquely qualified to lead the conversation and spearhead the transformation when it comes to women and their wealth.

First and foremost, we are women who share a passion to help other women achieve their financial goals. We hope our stories will inspire a deeper connection with you.

Nina Mitchell

Senior Wealth Advisor & Partner
Probably the most defining moment for me professionally was soon after 9/11. One of my closest clients entrusted me to handle every financial matter for the widow of his best friend who tragically died in the World Trade Center on 9/11. Thus began and continues to this day, a very close relationship with this amazing woman.
Read Story

Dawn Doebler, CPA, CFP®, CDFA®

Senior Wealth Advisor & Director of Education
My client may be going through a divorce for the first (and hopefully only) time, but I have experienced this many times with many clients. They are relieved to know that I can help them navigate this uncharted territory as only someone who has been there before can do.
Read Story

Shellie Kurek Peters, CFP®, ChFC®

Senior Wealth Advisor & Director of Financial Planning
A young client was able to chart a course and save diligently for an early retirement goal. She is an amazing entrepreneur and met that first goal and many others mostly because of her tenacity, but also, as she shared with me, because I taught her to pay herself first.
Read Story

Karen Baer, CSA®, CDFA™

Senior Wealth Advisor
When working with widows or divorcees, there are underlying emotions, mostly fear, about having enough money in the future. Once I can illustrate their financial future on paper, it creates a sense of calm for them.
Read Story

Ann Brownholtz, CPA

Principal & Senior Tax Advisor
Many people are intimidated by the IRS and other taxing authorities. My goal is to put them at ease, patiently answer any questions they may have and provide a sense of security for them.
Read Story

Kelly Anastasi

Director of Financial Management Services
Our clients’ genius is to be a lawyer or developer or an I.T. contractor. They don’t want to spend time preparing financial statements or cash flow planning. I enjoy taking the burden of the financial piece off of them so they can focus on their businesses and their clients.
Read Story