Join ABWA on Friday, April 12th for a panel of female financial specialists sharing their expertise “Build a Better Relationship with Your Money -Start Up Businesses- Growth Stages- Sustained- Transitioning Out”
When: Friday, April 12th
Time: 9:00am networking
9:30am – 11:00 am panel
Where: Fidelity Bank
1811 Metairie Avenue
*Please park in the bank parking lot behind the building. Do not park in Mejoria Drugs or Sal’s Snoballs Parking, you will be towed
Cost: $0 breakfast will be provided
Moderator: Tina Meilleur
Panelists: Mildred Dillon, Becky Gustafson & Theresa Barnard
Mildred Dillon is a CPA, speaker, and business and money management coach. After working in corporate America for 7 years, she decided to strike out on her own in 1997 serving small businesses. After noticing the need for financial education, she systemized and trademarked her company, The Money Doctor®, which helps people hold onto their money, and use their savings to get credit and pay less taxes. The company now holds several city and government certifications, including DBE and Certified Woman-Owned.
After rebuilding her own finances following back-to-back disasters, Hurricane Katrina, the 2008 Recession and BP oil spill, she packaged and began marketing her proven “Money Rx” method that works for anyone – even if credit is not accessible. She has now authored 9 books on the topic, including a children’s series on money management, and made numerous media appearances over the years including hosting her own radio talk show.
After over 20+ years of overcoming adversity and successfully running a business, her personal mission is to provide the path for anyone who wants to grow their money, grow a business and build wealth. Her philosophy is “Your money is enough to get started”
Tina Meilleur, CPA , MBA, is a an Executive Coach, Business Advisor, and Women’s Business, Leadership and Communication specialist. She also published the best-selling book, Your Next Chapter: Five Steps to Creating Your Ideal Life. She is a featured public speaker and panelist on several topics.
Tina is the founder and CEO of Design Your Success and the online Academy for Business Success. She helps her clients get in touch with what they truly want through her personalized, focused approach. She can then provide compassionate accountability to help them achieve the success they desire. She serves her clients by providing both live and virtual consulting and leads Mastermind groups by combining live coaching with her online business academy courses.
Her extensive business and coaching experience includes senior leadership roles in several small businesses and a Fortune 500 company. She is a Board Member for the New Orleans Chamber of Commerce. She is the Chapter Chair for the New Orleans Chapter of the Women Presidents Organization (a female CEO Roundtable for higher-revenue businesses) and the second-term president of the National Association of Women Business Owners (NAWBO) New Orleans Chapter.
Becky Gustafson is the founder of Gustafson Wealth Management, a part of Northwestern Mutual Wealth Management Company. She and her team provide top-quality financial plans, strategies and advice to successful business owners, professionals, and families to help them achieve their financial dreams.
Becky helps her clients understand what is needed to grow, protect, and successfully pass on their businesses in manners that best fit each one’s specific needs. Her practice is based on the foundation of Living Your Legacy, an advanced strategy designed to create balance between planning with foresight and living for today.
Becky is a CERTIFIED FINANCIAL PLANNER™ professional. Her drive to be a thought leader in her field is demonstrated by her constant pursuit of knowledge. She holds designations as a Chartered Life Underwriter®(CLU), Chartered Financial Consultant ®(ChFC), Retirement Income Certified Professional ®(RICP) , Chartered Advisor for Senior Living(CASL), Lead Underwriter Training Council Fellow (LUTCF) and Certified Long-Term Care professional (CLTC).
In addition to helping her own clients thrive, Becky is passionate about fostering relationships with businesses and professionals throughout the greater New Orleans community to increase economic development and growth. She has served as an ambassador for the New Orleans Chamber of Commerce and is the president elect for the New Orleans chapter of the National Association of Women Business Owners. In 2014, Becky founded and is the president of Power of Women, an organization for female business owners and executives. She is a proud member of American Business Women Association, Likeminded Ladies, and the Fidelity P.O.W.E.R program. Becky graduated from the Goldman Sachs 10,000 Small Business program in 2018.
In 2017, Becky was honored to be chosen as one of the City Business Women of the Year, and in 2012 she was nominated for Sophisticated Woman’s Enterprising Woman of the Year. She is humbled to have been recognized as a March of Dimes 2015 honoree, and as one of the Cystic Fibrosis Foundation’s Northshore’s Finest in 2013.
Becky is happily married to her husband Will. The couple lives in New Orleans and love to travel in their spare time.
Theresa Barnard is an 18-year veteran of the financial services industry. Before beginning her career with American Express Financial Advisors, Theresa spent several years as a behavioral health counselor. Her experiences working in behavioral health has provided invaluable insight and understanding of investor behaviors.
In 2010 Theresa relocated to New Orleans to partner with Rufus Cressend. Together they have developed Waterfront Wealth Management, an innovative financial advisory practice that focuses on meeting client needs with a collaborative approach utilizing the unique talents of the entire advisory team.
As a female in the financial services industry, Theresa recognizes firsthand the unique challenges that women may face in building financial security. Too many times she has worked with women that are uprooted due to divorce or an unexpected death. Theresa wants to ensure women have a trusted advisor that can help navigate difficult financial transitions and hopefully avoid such challenges by proactively building financial security.