Recent Events

Advisor Group ConnectEd Conference in Anaheim, CA (November 2018)



grassroots champion: hannah buschbom of the w source

december 2018

In the process of working to expand her referral network, Hannah Buschbom, a Santa Barbara-based advisor for AmeriFlex Financial Services, began to wonder why there was no simple and straighforward way for her like-minded professional women to find each other and collaborate.

She discussed the benefits such a platform might offer with her colleague and mentor, advisor Thomas Goodson, the Las Vegas-based founder and CEO of AmeriFlex. After an extensive series of brainstorming sessions, they decided to create The W Source to fill that void.

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Launch of Greater Atlanta, GA Chapter (November 2018)


Launch of North Scottsdale, AZ Chapter (November 2018)


InvestmentNews Women Adviser Summit in San Francisco, CA (October 2018)


FSI Forum 2018 - Advancing Women in Leadership Workshop in Salt Lake City, UT (September 2018)


Launch of Park Cities Dallas, TX Chapter (September 2018)


InvestmentNews Women Adviser Summit in Denver, CO (September 2018)


Westlake Village Chapter attending the American Heart Association's "Go Red for Women" Clambake (August 2018)


Launch of Macomb County, MI Chapter (July 2018)


Launch of Pasadena, CA Chapter (July 2018)


InvestmentNews Women Adviser Summit in Boston, MA (July 2018)


Scottsdale, AZ Monthly Meeting (July 2018)


Launch of Charlotte Metro, NC Chapter (June 2018)


Launch of Frisco, Plano, Allen, McKinney, TX Chapter (May 2018)


Launch of Central New York, NY Chapter (May 2018)


Launch of Simi Valley Moorpark, Thousand Oaks, CA Chapter (April 2018)


Launch of Scottsdale, AZ Chapter (March 2018)


Barron’s Top Advisory Teams Summit in Las Vegas, NV (February 2018)


InvestmentNews Women Advisor Summit in San Francisco, CA (November, 2017)


Launch of Second Chapter in Westlake Village, CA (November 2017)


Launch of Inaugural Chapter in Santa Barbara, CA (October 2017)