Join Women in Technology International (WITI) for a discussion about Women and Wealth. Three panelists will bring us up to speed on what we should be thinking about when considering financial planning, estate planning, and the markets.
• Did you know that women comprise 43% of the top wealth holders?
• Do you watch the current market environment and know how to make it work for you?
• Do you know the top 5 documents you cannot live without?
Our professional panelists will explain the highlightsgive an overview of these topics and provide information for you to update, review or begin your plans for your future.
Featured Speaker(s)Travis Oglesby, Ivy Funds
Travis Oglesby is a Regional Vice President for Ivy Funds Distributor, Inc., servicing the Southern Texas market.
As Regional Vice President, Travis provides dedicated product support to numerous mutual fund clients throughout Southern Texas. He also conducts comprehensive business-building programs and other related services as needed.
With more than 10 years in the industry, Travis started his financial services career in 2000 when he joined the Ivy Funds.
Travis holds a B.A. from Truman State University and a M.B.A. from Rockhurst University.
Christina Lesher, The Law Office of Christina Lesher, P.C.
Christina Lesher provides comprehensive legal advice on Elder Law, Medicaid and Special Needs Planning, Veteran's Benefits, and other legal issues confronting seniors and persons with disabilities.
Christina is a 2003 graduate from the University of Houston Law Center. In 1997 she received a Bachelor's Degree in Social Work (Summa Cum Laude) from Texas State University in San Marcos, Texas.
She serves on the board of directors for the Texas Chapter of the National Academy of Elder Law Attorneys, and is a member of the board of directors of Alzheimer's Association Houston/ Southeast Texas Chapter.
Christina is a frequent speaker to local professional and community groups on the areas she practices in. Past engagements include: Marathon Oil, KBR, the FBI, and regular appearances on the Houston's Local Fox station. In 2010 and 2011, she was named as a "Super Lawyer" in the Texas Rising Stars Edition of Texas Monthly.
Prior to becoming an attorney, she was a caregiver for her grandfather who had dementia. Christina has dedicated her career to assisting older adults and persons with special needs. A native of Huntsville, Texas, she now resides in Houston with her husband, Kirby, her mother Lois, and sons Luke and Max.
Catherine Haffner, Merrill Lynch
With over 20 years in financial services, Catherine works with affluent clients, their businesses, and their families to meet their short- and long-term financial goals. She initially joined Merrill Lynch in New York in 2004-2006, and rejoined the firm as a Financial Advisor in San Antonio in 2012. Catherine is focused on understanding all facets of her client's financial lives, bringing the investment insights of Merrill Lynch and the best of Bank of America to her clients.
Catherine's approach to wealth management is consultative, and she is committed to building strong relationships with her clients. First, she takes time to listen and review client needs and goals. She offers recommendations to reflect each client's income and growth expectations, as well as their time horizon, risk tolerance, and liquidity needs. With this deep understanding of her client needs, Catherine discusses opportunities for investments, banking, retirement, estate planning services, and philanthropy.
Catherine first joined Merrill Lynch in New York City in 2004 as a First Vice President leading the Global Bank team that introduced the CMA© Plus Package and the Merrill Lynch Signature Visa cards. She began her career with Bank of America in Seattle, where she was a mortgage and business banking lender. She was promoted to Vice President in Consumer Marketing where she had responsibility for setting deposit and loan rates, and worked closely with the Trust and Investments group.
As a Senior Vice President with U.S. Bank, PNC Financial Services, and SunTrust Banks, Catherine's experience includes: managing a 70-branch region, leading business and consumer deposits, credit & lending, and wealth management product teams. She served on the Visa U.S.A. Executive Council for debit cards, commercial cards, and the PLUS Network (2003-2004). She moved to San Antonio in 2008 from GE Capital in Connecticut, when she was recruited to USAA as Senior Vice President of Corporate Marketing, leading their branding, member strategy and retention group.
Catherine has a Bachelor of Science from Seattle University. She attended the Stanford Graduate School of Business Executive Program. She has a certificate in Leadership Coaching from Georgetown University (Washington, D.C), which is accredited with the International Coaching Federation.
To serve the greater San Antonio community, Catherine is involved with Impact San Antonio and Friends of Community in Schools. She and Noll have celebrated 24 years of marriage, and are proud of their three daughters, Brittany, Katrina, and Cassidy. They are members at The Dominion Country Club, where she enjoys tennis.