Phoenix

Meet new NAWBO member Kaitlyn Laney, a private wealth advisor for Silverhawk Private Wealth.  Silverhawk is a multi-disciplinary Registered Investment Advisory (RIA) firm, established in 1992.   After years spent growing her practice at Fidelity, she made the switch to Silverhawk; because the fiduciary standard through an RIA Firm is considerably broader than with traditional broker-dealers and fees are more aligned with the client.

NAWBO Board Member Debbie Baldini’s life is a three act play. It’s part romance, part financial wizardry and part NAWBO. And she wouldn’t trade a thing.

First, we’ll talk about what we know- her NAWBO life.

At Financial Potion, your videos are Taylor-Made. Literally. Taylor Wellman, entrepreneur, storyteller, videographer, producer, editor, NAWBO corporate partner and member, can now add one more descriptor: mom-to-be.