Join us for an elegant evening of connection and celebration at our Wine & Cheese Networking Event in honor of International Women's Day. This special gathering is designed to bring together inspiring women from various fields to network, share stories, and celebrate achievements.
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Come and be part of a vibrant community dedicated to making a difference. We look forward to seeing you there!
With over 29 years of experience in the financial planning industry, Ann Chamberlain has established herself as a trusted advisor and expert in wealth management. Ann has a proven track record of helping clients achieve their financial goals through personalized strategies.
Throughout her career, Ann has worked with a diverse range of clients, from young professionals just starting out to retirees looking to secure their legacy. Her expertise spans various areas, including retirement planning, investment management, estate planning, and tax strategies.
Ann is known for her commitment to ongoing education and staying current with the latest financial trends and regulations. She believes in a client-centered approach, ensuring that everyone’s unique needs and objectives are met with the highest level of service.
When she's not helping clients navigate their financial journeys, Ann enjoys spending time with her family, golfing, and volunteering in her community.
With over 11 years of experience as a financial planner, Stacy Whytewood has built a reputation for her expertise in advising business owners, retirees and professionals. Holding the designations of Registered Retirement Consultant (RRC), Chartered Financial Planner (CFP®), and Chartered Life Underwriter (CLU), Stacy is dedicated to helping her clients achieve their financial goals and secure their legacies.
Stacy has also been a successful business owner for 21 years, bringing valuable insights and firsthand experience to her financial planning practice. Her commitment to estate planning helps clients navigate the complexities of wealth transfer and preservation.
Outside of her professional life, Stacy has been happily married for 25 years and is a proud parent of two grown children. She loves spending time outdoors, camping, and golfing.
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