Law | Your Financial Plan-It

In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

How you can tap into NAMWOLF’s country-wide network of first rate law firms
NAMWOLF’s comprehensive vetting process for its member law firms
How DEI drives efficiencies and leads to more creative solutions
And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.

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At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

NAMWOLF’s core mission and vision
How you can easily become a member of NAMWOLF
The types of financial services provided specifically to NAMWOLF members
How small- and medium-sized business owners can promote DEI within their business
And more!

Resources:

The National Association of Minority & Women Owned Law Firms (NAMWOLF)

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordan Andrusiak

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.

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Your Financial Plan-It

Tag Archives: Law

Women and Wealth: How DEI Leads to Profitability with Leslie Davis

Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak