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Money is not everything, but it affects everything we do – plan well.
-Saundra Davis

Professional Details

Experience

  • Financial Planner, Lazarus Financial Planning: 2005 -- present
  • Associate Planner, Woodward Financial Advisors: 2003 - 2005 

Professional Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Investment Advisor in North Carolina

Professional Examinations

  • CERTIFIED FINANCIAL PLANNER™ Comprehensive Board Exam      
  • NASD Series 65 - Uniform Investment Advisor Law Exam

Professional Associations

  • National Association of Personal Financial Advisors (NAPFA)
  • US SIF: The Forum for Social and Responsible Investment (US SIF) 

Formal Education

  • CERTIFIED FINANCIAL PLANNER™ Professional Education Program: College for Financial Planning (3 courses) + The American College (2 Courses)
  • Masters in Teaching: Social Studies Education: Boston University
  • Bachelor of Arts: International Studies, History: Miami University (Ohio)

Continuing Education

  • NAPFA National conference -- 2006, 2007, 2008, 2009, 2011, 2012, 2013, 2014, 2015, 2016, 2017x2
  • NAPFA Regional conference/symposium -- 2003, 2004, 2008, 2009, 2011, 2012, 2017
  • SRI in the Rockies conference -- 2006, 2007, 2008, 2009, 2010, 2012, 2013, 2015, 2017
  • US SIF conference -- 2011, 2012, 2016
  • Shareholders Service Group conference -- 2014, 2015, 2016, 2017
  • LLIS Insurance conference -- 2014
  • Duke MBA Sustainability conference -- 2009, 2010, 2011, 2013
  • Direction$ for Women retreat -- 2012
  • Olivia Mellan -- "Money Harmony for You and for Your Clients" teleclass series -- 2011 - 2013
  • SJF Summit on the New Green Economy -- 2010
  • SRI Southern Region meeting -- 2008, 2009
  • "It's Not About the Money" workshop -- 2008
  • Pride Planners National conference -- 2005, 2007
  • Kinder Institute -- "Seven Stages of Money Maturity" workshop -- 2006
  • Soul of Money Institute -- "Soul of Money" workshop -- 2006
  • H&R Block Income Tax course -- 2005
  • "Planning for Same-Sex Couples in a Changing World" workshop -- 2004

Board of Directors and Advisory Boards

  • NAPFA -- National Board of Directors, since 2017
  • Envest Microfinance Co-op -- Advisory Board, 2012 - 2016; Board of Directors, since 2016
  • Transplanting Traditions Community Farm -- 2013 - 2014

Committees + Peer Groups

  • NAPFA Triangle Study Group -- since 2009; study group leader 2009 - 2014
  • NAPFA MIX Study Group -- 2006 - 2012; since 2014
  • SSG Study Group -- 2015 - 2016
  • NAPFA University: School of Communications -- 2006 - 2012; Co-Dean 2010 - 2012
  • SRI Southern Region meeting -- 2008, 2009
  • Pride Planners conference committee -- 2007

Author

  • Columnist for NAPFA Advisor magazine -- Since 2012
  • Contributing writer for Money.com, "Advisor & Client" -- 2014 - 2015

Presenter

  • SSG Conference 2015 -- panelist in Live Case Supervision Study
  • NAPFA Webinar 2014 -- "Working with Clients seeking Socially Responsible Investments"
  • SRI in the Rockies conference 2013 -- "Maximize the Social Impact and Community Investment of Your Client's Cash”
  • Directions for Women webinar 2012 -- "Responding to Client Questions about Socially Responsible Investing"
  • NAPFA National 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"
  • NAPFA Boston study group 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"
  • NAPFA Webinar 2009 -- "Socially Responsible Investing"
  • NAPFA Advanced Planners conference 2009 -- "It's not WHAT you say, it's HOW you say it"
  • NAPFA National conference 2009 -- "Effective Questions"
  • SRI Southern Region meeting 2009 -- "Community Investing Vehicles" and panel participant
  • NAPFA National conference 2007 -- "Who am I as Communicator"
  • NAPFA Basic Training conference 2006 -- "Business Models and Fees"

Awards + Honors

  • NAPFA "Inspiring Leader" award -- 2015