Power of the Purse is comprised of a team of North Star Resource Group female financial advisors with a passion to educate and empower women to confidently manage financial behavior. Founded in 2017 in Austin, TX, this team of advisors has over 12 years of combined experience in helping clients and their families pursue financial security. They specialize in the areas of insurance, investments, and financial planning, each tailored for the needs of the everyday woman.
Today, almost 47 percent of U.S. workers are women, with about 74.6 million in the civilian labor force.1 Additionally, women own close to 10 million businesses and 70 percent of mothers with children under the age of 18 are in the labor force.1
Women have a unique need for financial services and advice. North Star’s Power of the Purse team has recognized this need, working to equip women with the proper tools and education to become financially savvy and to make impactful financial decisions. They host a series of events in the Austin area that cover the following topics, in addition to others:
To learn more about the Power of the Purse or the financial advisors on the team, visit their biographies or contact them via the information listed below.
As a CERTIFIED FINANCIAL PLANNER™ professional, Kelly utilizes a collaborative process to design and implement comprehensive strategies to help women reach their goals. Driven by her passion for educating and supporting women, she empowers her clients with long-term financial understanding which allows them to confidently make decisions for themselves and/or their families. She provides education and accountability in the following areas: Insurance Protection, Retirement Preparation, Savings Strategies, Debt Comprehension & Management, and Future Expense Considerations (including College Funding). Kelly is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Learn more about Kelly by clicking here.
As a Financial Advisor, wife and mother of four, Brittny provides a unique experience and level of care with her female client relationships to ensure every situation is approached with compassion, knowledge and empowerment. In financial matters, her focus is to make sure women can be free to ask questions, express concerns and implement strategies that align with their goals. Her expertise includes: Debt Management, Savings Strategies, Insurance Protection, College Funding, and Retirement Preparation. Brittny is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Learn more about Brittny by clicking here.
As an Insurance Specialist, Ashley’s passion is to help women navigate risk management in the case of a life altering illness, injury or other unexpected life events. She works to empower women to take a more active role in their financial situation, while also ensuring that they and their families are protected. Her expertise includes Disability Insurance, Life Insurance, Business Overhead Insurance and Long-Term Care Insurance.
Learn more about Ashley by clicking here.
1DeWolf, Mark. “12 Stats About Working Women.” U.S. Department of Labor Blog. Published March 1, 2017. https://blog.dol.gov/2017/03/01/12-stats-about-working-women
**Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. 1838109/DOFU 7-2017