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Meet Our Executive Board
Sarah is a Financial Planner from Hanover, PA and runs her practice under Clark Financial Planning, which is an office of MML Investors. She is passionate about being a resource to other women in the financial services industry.
Sarah Clark
President
Devon McNamara
Treasurer
Devon is an Associate Director of Business Development at Cambridge Investment Research, one of the top 10 independent broker-dealers/RIAs in the industry. She focuses on recruiting, onboarding and smoothly transitioning financial professionals to the firm.
Jona Green
Membership Chair
Jona's previous career in higher education provides the advantage of working with an
advisor that is committed to educating clients. Jona is a Lancaster County girl and loves living in the Southern End. She enjoys reading and watching her two sons perform with the Solanco marching band.​
Elizabeth is a senior at Temple University majoring in Finance, with a minor in Accounting, and has a concentration in Investment Analysis.
Elizabeth Bonitz
Co Director of Marketing & Social Media
Jennifer Warfield
Immediate Past President
Jen is passionate about supporting a diverse industry, changing to represent the face of America. She is an unapologetic feminist whose career has focused on working with agents and advisors to help clients meet their financial goals.
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Paige Maloney
Director
Paige oversees the Financial Services Technology Practice at Brooksource, an IT Project Services firm. Her team supports technology demands for Financial Intuitions looking to improve advisor, agent, and customer experience.
Kathy is a compassionate health insurance advisor who works in her clients' best interest. As a broker, [she] has access to over 2000 products so [she] can truly say, "I have a plan for everyone."
Kathryn Trapp
Membership Chair
Kelsey is a senior at Temple University majoring in Advertising, with a double concentration in Art direction, and Brand Strategy and Research.
Kelsey McKeever
Co Director of Marketing & Social Media
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