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Your Financial Plan-It - David Vallieres EPISODE 42, 17th September 2021
Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak
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Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak

At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

●     NAMWOLF’s core mission and vision

●     How you can easily become a member of NAMWOLF

●     The types of financial services provided specifically to NAMWOLF members

●     How small- and medium-sized business owners can promote DEI within their business

●     And more!

Resources:

●     The National Association of Minority & Women Owned Law Firms (NAMWOLF)

Connect With David Vallieres:

●     hello@synergycapitalsolutions.com

●     Synergy Capital Solutions

●     LinkedIn: David Vallieres


Connect With Jordann Andrusiak:

●     LinkedIn: Jordan Andrusiak


About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

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