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Celebrating Women's History Month

March is Women's History Month, a time to celebrate the remarkable achievements of women throughout history and their contributions to shaping society. It is a time to recognize and honor the trailblazers, pioneers, and advocates who fought for women's rights, paved the way for future generations, and challenged the status quo.

Women have played a critical role in shaping the world we live in today, yet their stories and accomplishments are often overlooked or forgotten. This month, we take the time to reflect on and celebrate the many achievements of women throughout history and to continue the fight for gender equality.

Join us as we explore the inspiring stories of women who have made a lasting impact on our world and celebrate their invaluable contributions to our society.


Melissa Sotudeh

Director of Advisory Services

The women of Iran demonstrating under the Woman Life Freedom movement

I’m continuously inspired by the women of Iran demonstrating under the Woman Life Freedom movement for their global action in solidarity with Iranian women & girls who are courageously demonstrating peacefully for their fundamental human rights.

“The idea that women's freedom is essential for the freedom of all of society” is what empowers this movement.


Jennifer Wood

Director of Client Experience

Martha Stewart

Over the years, Martha Stewart has shown patience and good humor in the face of the criticism and satire that are the inevitable lot of public figures in the mass media. The quiet stoicism she displayed through her trial and imprisonment — and the perseverance with which she rebuilt her business empire — have won the admiration of many who never bought her books or watched her television program. While the company she founded continues to thrive, Martha Stewart has had more influence on how Americans eat, entertain, and decorate their homes and gardens than any one person in our history. 


Kirsty Peev

Director of Portfolio Management

Allyson Felix

I'm continuously inspired by Allyson Felix for her tenacity, determination, and grace. Of course, she is an incredible athlete and has made history with her Olympic achievements. Getting to that level of physical domination takes a lifetime of dedication and I admire that intensely! 

She is also not afraid to speak out - sharing the journey of her difficult pregnancy and delivery to help others. She also took on her sponsor, Nike, on their policy towards their sponsored pregnant female athletes and enacted real change in their maternal policy. 


Susan Grimail

Client Administrator

Harriet Tubman

She was a passionate advocate for women's suffrage,  an abolitionist and social activist. She also worked as a conductor on the railroad, a spy, scout, nurse, and cook for the Union Army during the Civil War, participating in raids and rescuing more than 70 slaves from plantations. Lived 93 years!!!


David Leone

Wealth Planner

My wife Lisa

She works as teacher and mentoring her students and peers. She has changed the lives of so many whom she has come across in life. 



Julie Spaeth

Administrative Assistant

Everyday Women

I’m inspired by all the everyday women who get up each morning and put their best foot forward to help build up the next generation. Those who don’t see others as rivals to tear down but as mentors, friends and colleagues and work together to achieve their goals. Those who speak up for others that may need a voice or extend a helping hand to those struggling.  


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