FOUNDER & CEO

CFP®, CDFA®, CFS®, is the visionary founder of The Wealth Boutique. With a mission to empower women with control, clarity, and confidence over their finances, Jessica's expertise has touched thousands of lives. Join her journey of financial transformation today.

FINANCIAL ADVISOR, CDFA®

Caroline is a Financial Advisor specializing in helping ambitious women achieve their desired lifestyle. With expertise in wealth management and finance, she bridges the gap to your financial goals. Caroline's financial advisory approach is marked by meticulous planning and a comprehensive understanding of her clients' goals.

CDFA® CRPC®

Donna Cates, a seasoned financial advisor and CDFA, with over two decades as a financial advisor, wealth builder, and Certified Divorce Financial Analyst (CDFA), Donna empowers women to take charge of their financial wellbeing, regardless of their circumstances. No matter your goals, she's here to help.

CSA®

Amanda Stilwell, a Series 65 registered financial advisor, with a career spanning healthcare and financial services, brings a unique perspective to financial planning. She's on a mission to educate and empower individuals, particularly those facing retirement. Amanda simplifies complex financial issues and helps clients navigate retirement uncertainties.

Financial Advisor

Lauren Wood has been an advisor for nearly fifteen years, working with elite clients. Her MAMM process (Making Aligned Money Moves) aligns women's money with their purpose, providing a roadmap for entrepreneurial women to attain new heights in business and personal life while having fun along the way.

CRPC® CLTC®

Veronica J. Rodgers is a financial educator and advisor with over 20 years of experience within the financial services industry. Passionate about adding value to her clients’ daily lives, Veronica takes a holistic approach to wealth management, guiding her clients through planning strategies that best suit their individual needs.

Meet the support team behind the Wealth Boutique! Camille Ledda, the Director of Operations. Ilissa Goman, our Creative Director. Sarah Elia, and our Client Relationship Manager and Paraplanner.