Elizabeth Lee
Marketing Consultant
LPL Financial
Elizabeth Lee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. With over 7 years of experience in both traditional and digital marketing, Elizabeth designs and executes marketing strategies to help advisors grow their business. Prior to joining LPL, she worked as the Marketing Coordinator at Canterbury Consulting, where she focused on building events, proposals, presentations, and online marketing initiatives that promoted Canterbury’s services and brand.
Elizabeth graduated from the University of California, Irvine (UCI) and is a Southern California native. She spends her spare time volunteering with the Alzheimer’s Association and the UCI Paul Merage School of Business’ Center for Investment and Wealth Management, which serves as a resource for financial education with goals of increasing financial literacy and minimizing financial instability.
She will be the 2022 SheVest Chair.
Ashley Bleckner
Certified Financial Planner
Ellevest
Ashley is a Certified Financial Planner™ with Ellevest and has spent her career focusing on helping women reach their goals and build their wealth - with an impact. In her occupation, she works with those who value a holistic, straightforward investment approach that’s good for their hearts and their wallets.
Ashley joined Ellevest after spending nearly 9 years at Registered Investment Advisor firms and has a unique understanding of the emotions & complex decisions that underlie large life transitions. With a proven process to reduce stress, she takes the time necessary to bring clarity to the financial picture. Through this process, she has gained the trust of an impressive pool of clients who now have improved confidence in the firm overall.
Ashley received her B.S. from Miami University (Ohio) and her M.A. from Bowling Green State University in Economics. She has also taught several college classes in Economics.
Actively involved in the community, Ashley is a member of the Orange County FPA, the National Association of Personal Financial Advisors (NAPFA), and CalCPA. Ashley has volunteered her time in a number of philanthropic projects, including the Center of Investment and Wealth Management at UCI (LIFEvest), “It’s Your Money,” Alzheimer’s Association, and is a co-founder of the Austin Kudzia Scholarship.
Hanna Kaufman
Associate Advisor
RS Crum
Hanna hails from Madison, Wisconsin where she completed her B.S. in Personal Finance with a concentration in Financial Planning. She is a member of the Orange County FPA (Financial Planning Association) and is currently studying to take the CFP® (Certified Financial Planner) exam. Hanna enjoys spending her free time at the beach or hiking, trying to soak up as much Southern California sun as possible.
Krystine Solomon
Vice President, Senior Trust Officer
The Private Bank- Union Bank
Krystine Solomon is a Vice President and Senior Trust Officer at The Private Bank at Union Bank. Krystine works with a team of specialists in wealth planning, investments, risk management, fiduciary services, and banking in the Orange County region. As a Senior Trust Officer, she manages a wide range of trust and estate matters in accordance with sound fiduciary principles. The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships focused on enabling clients to reach their unique goals and dreams.
Krystine has 23 years of experience in the financial services industry. Prior to re-joining Union Bank in 2013, she held positions at U.S. Trust/Bank of America, Bank of the West, and Wells Fargo Bank. She earned a bachelor’s degree in Economics from the University of California, Irvine, and holds the Certified Trust and Financial Advisor designation. Krystine is a board member of the Orange County Estate Planning Council and serves on the Children’s Hospital of Orange County Foundation’s Professional Advisory Council. In her spare time, she also enjoys activities with her husband and two children, in addition to golf, skiing, and jet skiing.
