Practice Management: Learn about becoming a Savvy Ladies Helpline (virtual) Volunteer & Give Women the Financial Knowledge they need to thrive.

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Recorded On: 06/07/2022

Join us for a workshop with Judy Herbst, Executive Director, and Tracie Wheeler, Client Services Analyst to learn about the Savvy Ladies Free Financial Helpline - how it works, how you get matched to connect with a client to guide her and help answer her financial question. Help empower women with financial knowledge - it makes a difference.

Judy Herbst

Executive Director

Savvy Ladies

Judy Herbst is the Executive Director of Savvy Ladies. She comes to Savvy Ladies with vast knowledge & experience working with women throughout her career. With over 20+ years of relationship-building experience working for the iconic brands’ Tiffany & Co, American Girl, and Worthy.com, Judy creates programs and campaigns that educate and speak to critical issues targeting women, parents, and families.

In March 2021, Savvy Ladies welcomed Judy to spearhead initiates designed to expand Savvy Ladies reach focusing on technology & scalability to serve more women, championing women’s empowerment through financial knowledge.

Judy brings her business acumen and creative, marketing & client relationship savviness along with her proven success record in developing, driving and executing scalable business growth initiatives. She is innovative and a passionate thought leader with success in sales, project and event management, managing teams, hiring, start-ups, coaching, writing, and community building.

Tracie Wheeler

Client Services & Operations Analyst

Savvy Ladies

Tracie is a client service, database and management specialist having worked with the Girl Scouts of America where she had proven success in developing and maintaining detailed records for members, programs and supervising teams of volunteers. Tracie is passionate about creating & managing programs that support women & their families. As the new CSO, Tracie manages the Savvy Ladies Free Financial Helpline and its team of professional volunteers, as well as maintaining the data management systems supporting the organization.

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Recording: Practice Management: Learn about becoming a Savvy Ladies Helpline (virtual) Volunteer & Give Women the Financial Knowledge they need to thrive.
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