NAPFA Spring 2024 National Conference Speaker

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change, and translating strategy into action across all levels of the business. A recognized thought leader, Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney Advisor, the National Association of Personal Financial Advisors (NAPFA), and Financial Advisor Magazine. In 2021, Gretchen was named to the class of ThinkAdvisor LUMINARIES under the Thought Leadership category and Beyond AUM was recognized for Executive Leadership