Jennifer Warfield, CFP®, MS

President

Jen has spent over 20 years in the financial services profession. Since joining National Life in 2007, she has worked with some of its largest marketing organizations as the Vice President of the Independent Distribution channel to develop sales, provide agent training and external marketing support. Jen is Pennsylvania insurance licensed and Series 7 registered with FINRA.  Jen volunteers regularly and serves as an Ambassador for Best Friends Animal Society and is a part of the Women for Greater Philadelphia.

 

Sheila Stotler, AIF®, MBA

Secretary/Treasurer

Sheila has spent her career focused on developing and enhancing investment and technology solutions to help meet the needs of financial institutions, advisors and investors. Sheila currently is responsible for product management and development of investment solutions throughout the product life cycle. She is a graduate of Millersville University with a B.S. in Computer Science and earned her M.B.A. from Saint Joseph's University. In addition, Sheila holds FINRA 6 and 63 licenses and is an Accredited Investment Fiduciary (AIF).

 

Stephanie Valentine

Director

Stephanie advanced to her current position by demonstrating her top-notch organizational skills and ability to work with the diverse personalities and dynamics that are germane to a high profile, successful financial services organization. Stephanie is our resident Millennial and she has been a great addition to the leadership team. She brings energy, commitment, passion for the WIFS mission, and humor, not to mention a special creativity that has helped to make chapter events even more interesting and welcoming to attendees.  She is a graduate of Springfield College and she recently passed the Series 7 exam (on the first attempt!).

Lauren Glassey

Marketing Chair

In her role as Digital Marketing Manager for 1847Financial, Lauren uses her creative eye to connect with people behind the technology we use every day. Her expertise in website management, social media strategy and graphic design help others experience the story behind financial services brands. Building on her passion for learning and co-creating, she works directly with advisors to develop digital marketing plans for their individual practices. Prior to joining 1847, Lauren earned a degree in Marketing and Communications from West Chester University in West Chester, PA. She is currently pursuing the Retirement Income Certified Professional (RICP®) designation from the American College. Outside of the office, Lauren enjoys spending time outdoors with family, friends and her two dogs.