Sharon Bloodworth
CEO, White Oaks Wealth Advisors
Sharon Bloodworth is the CEO of White Oaks Wealth Advisors, an independent, woman-owned investment firm in Minneapolis. She’s been with the company since 2001; before then, she rose through the
2023 Notable Women in Wealth Management
There are the obvious requirements to being a wealth management leader: client skills, careful planning, and a command of market conditions and financial implications. The women spotlighted here not only meet this standard but are also influencing company culture, inspiring more women to go into finance, and finding time to serve in industry groups and philanthropic organizations. Some run firms they built on their own; others are the rising stars and managers of large organizations. Meet TCB’s 13 Notable Women in Wealth Management.
Methodology: The individuals featured did not pay to be included. Their profiles were drawn from nomination materials. This list is not comprehensive; it includes only people who were nominated and accepted after editorial review. To qualify for this list, individuals must have at least five years of experience in their field and have shown the ability to effect change in their roles or areas of practice.
To nominate other best-in-class executives in their fields, click here.
April Bortscheller
President/chief operating officer, Berger Financial Group
April Bortscheller has been instrumental in the growth of Plymouth-based registered investment advisor firm Berger Financial Group. She has spent the past 16 years building the firm from the ground
Kim Brown
President, JNBA Financial AdvisorsÂ
Beyond serving as an executive for JNBA Financial Advisors, Kim Brown has been one of the Bloomington-based firm’s biggest champions since her arrival in 2006. She’s known throughout the industry
Echo Huang
Founder/president, Echo Wealth Management
Echo Huang came to the U.S. from China to study accounting and finance at the age of 20, with only $800 to her name. Today, she runs her successful Plymouth-based
Heather Kelly
Senior vice president of advisory & strategic accounts, Allianz Life
In her senior role with insurance company Allianz Life, Heather Kelly brings new products and solutions to financial professionals. Since joining the company’s North American headquarters in Minneapolis three years
Becky Krieger
Managing partner/shareholder, Accredited Investors Wealth Management
Becky Krieger brings high-level energy to Accredited Investors Wealth Management, which serves more than 550 client families and manages approximately $3.4 billion in client assets. As managing partner, Krieger balances
Jeanne Krigbaum
Chief wealth planning officer/senior vice president, Old National Bank
Jeanne Krigbaum joined Old National Bank in 2021 as a wealth planning resource leader and quickly rose through the ranks to become chief wealth planning officer for the entire wealth
Jackie Larson
Branch director, RBC Wealth Management
With nearly 30 years of experience—most working her way up the ranks at RBC Wealth Management—Jackie Larson was named director of the company’s Minnetonka branch in 2019. She leads a
Kathryn Lyons
Regional director of investments — Midwest, BMO Wealth Management
Kathryn Lyons came to BMO Wealth Management’s Minneapolis office two years ago and the CFA Society of Minnesota describes her rise as "meteoric." In her current role, she develops and delivers
Michele Martin
President, EisnerAmper
As a 30-year financial industry veteran and a leader of EisnerAmper’s wealth management team, Michele Martin guides the wealth management and financial planning of business owners, executives, and their families.
Kelly Miller
Executive director/banker, J.P. Morgan Private Bank
Kelly Miller is a driving force behind J.P. Morgan Private Bank’s presence in the Twin Cities region. Over the last three years, she’s managed revenue at a growth rate of
Sharon Olson
Founder/president, Olson Wealth Group
Growing up on a farm in southeastern Minnesota helped Sharon Olson develop strong work principles and resilience, skills that she funneled into founding Bloomington-based Olson Wealth Group in 1994. Olson
Mary Quist-Newins
Founder/president, Moneyweave Academy, Inc.
Over the course of her 32-year career, Mary Quist-Newins has climbed corporate ladders, shattered multiple glass ceilings, and formed her own practice. Noticing an educational gap for women navigating financial