News from NAWBO Members

NAWBO Columbus member Kristen E. Moosmiller launches NORTHAVENUE

The doors of NorthAvenue opened January 1st, 2019. However, the seeds of this practice were planted several years earlier when Kristen and Chandler first met.

Kristen had already built a solid foundation in financial planning. After graduating as a dual major in Finance and Marketing, she helped hundreds of clients plan their financial well-being working as a senior financial advisor for over a decade. But during that time something was missing – the opportunity to satisfy her unique vision for holistic financial planning.

Following a math-intensive education in actuarial science, Chandler spent several years as an actuarial analyst in healthcare. Although she found this work fulfilling, it all took place behind a computer screen. After one-too-many dreams about Excel spreadsheets, she realized it was time to explore a career shift towards more immediate and personal relationships with clients.

At the start of their own new beginnings, winds of change brought these two focused and driven women together to forge a partnership and break the mold in a male-dominated industry. They bonded over their love of musicals, travel, and in particular their desire to provide unbiased fiduciary advice.

While in Chicago for a business conference, they retreated to the lounge of The Robey, a stylish hotel on North Avenue, to brainstorm ideas for an exemplary business. There, they came to the table with an idea of what set them apart from their contemporaries. Attributes that already propelled them forward within their own careers: attention to detail, thoughtfulness, and a work ethic that just won’t quit. Discussing this made them realize their connection was special.

The day was spent exploring and refining their vision, overlooking North Avenue with breaks for discussions over Cuban food and a walk through the historic suburb of Wicker Park. That day two financial professionals finalized a joint vision of a company culture for their employees that prioritizes a reputation of excellent client service, support for professional development, advancement of a diverse financial planning industry and client base, and realizing higher values by giving back to their communities.

The story of NorthAvenue is just beginning.

To learn more about NorthAvenue and connect with Kristen visit, https://www.northavenuefa.com

Best of Powell Award

Congratulations to NAWBO Columbus Member, Elizabeth S. Tuttle, M.D., Columbus Wellness Medicine, for her 2018 Best of Powell Award in the Wellness category!

NAWBO Columbus Business Champion Award

Congratulations to Mary McCarthy, winner of this year’s NAWBO Columbus Business Champion Award! Announced this past Thursday at the Chapter’s Annual Meeting, the award recognizes one outstanding person who advocates for the growth and success of women in business. Honorees must support legislative and regulatory efforts, work to increase business and financial opportunities, improve the business climate and be an advocate for women business owners. Overall, the honoree helps to enable women business owners across Central Ohio to achieve their potential.

Mary, Owner and President of YMT Consultants, exemplifies these qualities and many more in advocating for women business owners across Ohio. Over the past several years, Mary has been actively involved in many of the Chapter’s public policy efforts. For example, she was instrumental in the efforts to get approval of the Women's Microbusiness Legislation, HB5. Mary has over 20 years of experience as a business owner and consultant, she is a member of NAWBO's public policy committee and is an advocate for women business owners. In addition to YMT Consultants, Mary is Co-Founder of the Women's Small Business Accelerator (WSBA), helping many women to start and grow their businesses across the Columbus area.  

We would like to congratulate Mary again for winning this year’s Business Champion Award!