Ellevest

Ashley Bleckner is a CFP® with 11 years of experience in financial advising, currently serving at Ellevest since 2019. She also has a concurrent role at Rs Crum Inc. since 2015. Ashley is based in Carlsbad, CA and is part of a team of 12 advisors at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers both Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, diversification, and tax-minimization techniques tailored to individual client goals and risk profiles.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.

Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Ellevest in 2024, she worked at Goldman Sachs from 2017 to 2024 and was affiliated with the University of Michigan from 2016 to 2018. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios based on clients’ goals and risk tolerance, implements tax-minimization techniques, and conducts educational workshops at no charge.

Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.

Veronica Taylor is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, with a combined career spanning over two decades in the financial sector. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women invest and plan. The firm offers tailored portfolios based on clients' goals and risk tolerance, emphasizing strategic asset allocation and diversification, and supports its clients with tax-minimization techniques and impact investment options.

Sofia Figueroa is a CFP® professional affiliated with Ellevest, bringing eight years of industry experience. Her work history includes roles at Morgan Stanley and Anheuser-Busch before joining Ellevest, where she has been since 2020. Ellevest focuses on discretionary investment management and financial planning services aimed primarily at women. The firm offers personalized wealth management and private wealth services, emphasizing strategic asset allocation, diversification, tax-minimization techniques, and values-aligned investment options.

Hannah Steendam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ellevest since 2022. Prior to joining Ellevest, she worked for six years at Neuberger Berman. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options tailored to individual client goals.

Emily Green is a financial advisor at Ellevest with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ellevest since 2017. Prior to that, she was employed by J.P. Morgan Securities and JPMorgan Chase Bank. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm emphasizes strategic asset allocation and diversification with tailored portfolios, offering both personal and private wealth management along with donor-advised fund advisory services.

Alondra Garcia is a CFA® charterholder with seven years of industry experience. She currently serves as a financial advisor at Ellevest, where she has worked since 2022. Prior to joining Ellevest, she held roles at Wilbanks Smith & Thomas and Bank of America. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

Kristen Goodman is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest in Denver, CO since 2020. Prior to joining Ellevest, she worked at J.P. Morgan Private Bank from 2015 to 2020. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored wealth management solutions, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options.