Company: Your Other Half
Profession: Business Management Consultant
Power Team: Finance
Alice's passion is working with super talented people to bring their ideas to reality. She exists in the world as a puzzle and problem solver, who thrives when creating structure out of chaos. Alice revels in managing a project, breaking it down into actionable pieces, connecting and directing people, anticipating and resolving problems, and bringing the project to a close successfully, peacefully, on-time and on-budget.
A graduate of Barnard College, Alice recognized her talent for managing people and projects while serving in leadership roles in the Columbia University undergraduate art community. After graduation, this talent became her passion as she applied her problem-solving brain to event production, project management and business operations as an independent consultant at IDEO, Miami Ad School and Hard Candy Shell, while developing her people management skills in Human Resources roles at Newsweek and Institute of Play.
Today, Alice is thrilled to own and operate Your Other Half, bringing together her Human Resources and operations expertise with her project management talent to help innovators bring their ideas into the world. She is happily married, proud puppy parent of a nine pound Havanese, an amateur cook with a fondness for local produce, and a life-long fervent reader.
Company: Traust Sollus CPAs, LLC
Power Team: Finance
Phone: (212) 661-8682
Phone: (609) 779-6700
About Barry Newman:
Barry Newman is a Principal of Traust Sollus and the head of Traust Sollus Certified Public Accountants, LLC, the company’s tax and accounting division. He is a Certified Public Accountant and has more than 35 years of experience in providing tax and accounting services for individuals and private businesses of all sizes.
Barry’s tax and accounting work with clients includes tax planning and preparation, attest function services, including compilations, reviews and audits, accounting and bookkeeping services as well as other accounting services. Barry is a member of the American Institute of Certified Public Accountants (AICPA) and the New York Society of Certified Public Accountants (NYSCPA).
Prior to joining Traust Sollus, Barry was a partner at Lehman Newman Flynn Vollaro CPAs, P.C., a mid-sized accounting firm in New York City. Earlier in his career, Barry was a sole practitioner and a partner in two other CPA firms before forming Lehman Newman Flynn Vollaro.
Daniel is looking to meet:
Entrepreneurs and small business owners
Paychex, Inc. is a recognized leader in the payroll, human resource, and benefits outsourcing industry, with a steadfast commitment to success and a record of achievement that continues a tradition of delivering excellence.
Daniel Specializes in:
Human resource consulting and small business accounting
Companies: Francis Financial, Savvy Ladies
Profession: Fee Only Financial Planner & Wealth Mgr.
Power Team: Finance
Stacy is looking for referrals to:
About Francis Financial:
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for. We specialize in helping successful individuals find and maintain stable financial footing while undergoing various transitions in their lives.
Francis Financial is honored to be the recipient of numerous industry awards, such as the Women’s Choice Award, Wealth & Money Management Award for divorce financial planning team of the year, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. Most recently, AdvisoryHQ listed Francis Financial as one of the Top 9 Best Financial Advisors in New York, NY for the third year in a row.
About Stacy Francis:
Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me into the finance field. My life’s mission is to help people feel financially secure and to live the life they deserve.
My career started at a large firm where I soon realized that the difference I wanted to make required more freedom. I founded Francis Financial to create a place where our clients feel taken care of in every aspect of their financial life. It was also equally important for me that as we grew, the work environment fostered learning and personal growth for my team.
I am honored that our firm is a trusted leader in the industry. Our success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication. I couldn’t be more proud of the work we do every day.
What does Francis Financial specialize in? What Industries?:
Financial planning and wealth management and divorce financial planning
Francis Financial is an independent, fee-only boutique wealth management, and divorce financial planning firm. We all experience the difficulties of managing financial affairs during life changes. Stress is common even with happy events such as retirement or a financial windfall, and amplified during difficult life events such as divorce or loss of a spouse. At Francis Financial, we help you plan, grow and protect your assets through life altering events.
We understand that no two situations are alike and treat you with unique attention to ensure your financial peace of mind during life transitions such as:
• Loss of a Loved One
• Career Change
Awards & Press: