News

A STEP UP Announces 12 for its Inaugural Assistant Coaches Hall of Fame

Presented by Worth Advisors

In May, A STEP UP will celebrate 10 years of inspiring and educating NCAA Divisions I, II, and III men and women assistant college basketball coaches. For their 10 year anniversary, founders Johnny and Felicia Allen established A STEP UP Assistant Coaches Hall of Fame sponsored by Glen Wright of Worth Advisors. Hall of Fame inductees will be formally recognized on May 7 during the Symposium Legend’s Breakfast in Atlanta. The 2019 A STEP UP Assistant Coaches Hall of Fame includes:

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Worth Spotlight: Meet Robin Owens

As an Administrative Assistant, Robin’s main responsibilities vary from handling schedules to managing client accounts. Born and raised in York, South Carolina, she has several years of experience in administrative and insurance services and provides office support for the entire Worth team.

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Worth Spotlight: Meet Tonya Hernandez

Originally from Miami, Florida, Tonya is a wonderful asset to the Worth Advisors team and as the Accounting Assistant, she’s usually the first person you meet on the Accounting team. Tonya has over 15 years of experience in executive administrative management, business development, scheduling, planning, and customer relationship management. Her main duties include assisting the accounting department and handling financial statements for clients.

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Worth Spotlight: Meet Jessica Cale

As a Client Services Advisor, Jessica’s main role consists of collaborating with a team of advisors to ensure client’s needs are met. Born in New Cumberland, West Virginia and now residing in South Carolina, Jessica received her undergraduate degree in Business Management from West Liberty University. Having a variety of experiences in insurance, accounting, and finance for several firms since 2007, Jessica obtained her Series 66 and Series 7 certifications along with her Life and Health Insurance License.

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Worth Spotlight: Meet Greg Goodlett

Living by the philosophy of “ Find something you love to do and you’ll never work a day in your life”, Gregory puts his dedication and effort in everything that he does, especially in his position as a Chief Investment Officer. Greg wears many hats in the office, and whether he is taking care of clients or developing new ways to expand the business, his main responsibility is to oversee client investment portfolios and maintaining awareness of any major market or economic changes.

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Worth Spotlight: Meet Nicolas Deboeuf

As a Paraplanner, Nicolas’ main responsibility consists of building efficient financial plans for clients and developing informational support to help clients understand the proposed financial plans. Born and raised in Lille, a city located North of France, he was able to embark on the opportunity of coming to the U.S at the age of 18, by the Disney College Program in Orlando, Florida, a national internship program operated by The Walt Disney Company.

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Women Worth More – December 2017

Women Worth More - December 2017

 

TIME

December 6th, 2017
5:00PM – 6:30PM

LOCATION

Shook Kelley
2151 Hawkins St. #400,
Charlotte, NC 28203

RSVP REQUIRED

Register Now!

FEATURING

Fabi Preslar
SPARK Publications
Biography

Fabi Preslar

 

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Women Worth More – Business Summit – May 2017

Women Worth More Business Summit

 

TIME

May 25, 2017
11:00AM – 1:00PM

LOCATION

Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

Jennifer Davis

Jennifer Davis
Jennifer P. Davis & Associates, LLC

Biography

Jennifer Davis

Natalie Williams
Women’s Business Center of Charlotte

Biography

To Be Added

Detective Tawanda Garrison
CMPD – Financial Crimes Unit

Biography

 

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Women of Financial Character – March 2017

Women-Financial-Character

TIME

March 16th, 2017
6:00PM – 8:00PM

LOCATION

Conference Room
5600 77 Center Drive
Charlotte, NC 28217

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

A workshop to help start-up and established entrepreneurs examine the feasibility of their small business idea in the current market.

  • Business plan development
  • Legal Entity
  • Business Formation and Managing Risk
  • Assess your personal/ business report card
  • Tax strategies that are usually reserved for the ultra wealthy
  • Growing your business without diminishing your net worth

 

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Women Worth More – Valentine’s Day Luncheon – Feb 2017

Women Worth More

 

TIME

February 14, 2017
11:30AM – 1:30PM

LOCATION

Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

Dr. Kinneil Coltman

Dr. Kinneil Coltman
Carolinas Healthcare System

Biography
Nicole Martin

Reverend Dr. Nicole Martin
University Park Church

Biography
Nancy Arnold

Nancy Arnold
Counseling Private Practice

Biography
To Be Added

Detective Faye Strother
CMPD – Domestic Violence Unit

Biography

 

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