HerPlanning | Team

Meet the Team

As a team, our first priority is to take Financial Planning off your plate, so you can confidently focus on what's important to you! Here's a brief introduction to our team-members.

Alana Williams

Advisor Support

(920) 731-9293 ext 1007

Support@Herplanning.com

Alana has a wide variety of work experiences revolving around the world of compliance.  She was a state investigator for 6 years in WI & VA; an internal auditor in LA for 8 years; and in the investment industry in WI for the past...
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Kristin Afelumo, CDFA®

Founder | LPL Financial Planner

(619)333-5418

kristin@herplanning.com

Kristin Afelumo is the Financial Planner and Founder of HerPlanning, Certified Yoga Instructor, author of ‘A Girl’s Guide to Networking’, self-proclaimed Foodie, wife to a proud British Nigerian & Dog-Mom to a...

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Leigh Powell, CDFA®

LPL Financial Planner

(918)779-9119

Leigh@HerPlanning.com

Although I began my career in in the financial industry with a large national firm, I’ve spent over 20 years as a small business owner. I worked as a marketing consultant to small businesses in the financial, manufacturing,...

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Charlie

Charlie

As Lead Furnancial Advisor, Charlie often makes appearances on conference calls and in the Tulsa, Oklahoma Office to encourage his favorite clients. Coronado Dog Beach is his favorite place and Puppuccinos with his mom are his favorite weekly habit. Keep up with him on HerPlanning's FaceBook & Instagram pages.