Jaclyn Yoder Appointed to Chrysalis Board of Directors
(SCOTTSDALE, Ariz. – June 29, 2021) – Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, insurance, legal and tax planning services, is pleased its chief operating officer Jaclyn Yoder, MBA has been named to the board of directors for Chrysalis, effective July 1, 2021.
Chrysalis offers a comprehensive array of trauma-informed programs for individuals and families impacted by domestic abuse. As the first domestic violence organization in the nation to be certified with Trauma Institute International as a Certified Trauma-Informed Organization, Chrysalis is leading the way to transform how the community views domestic violence and serves survivors and their families.
“Since its founding in 1981, Chrysalis has helped more than 1,600 people each year reclaim their independence and self-esteem,” says Yoder, who is also a mentor through New Pathways for Youth. “Its vision is to keep paving that pathway for more to do the same, and my aim is to help them do that in any way that I can.”
As COO at Wilde, Yoder oversees the day-to-day administrative and operational functions of the award-winning business. In addition to her more traditional responsibilities, Yoder also oversees the firm’s podcast, The Wilde Wealth Way, as well as its community outreach program, Wilde for Arizona.
“Through Wilde for Arizona, our senior leadership empowers our team to be active members of the communities where we all work and live, including offering paid time off to volunteer and take part in nonprofit boards as well as formal volunteer activities throughout the year,” says Yoder.
Yoder earned her Bachelor of Science in Accounting in 2007, and additionally, her MBA in 2016 from Grand Canyon University. She holds Series 7 and Series 66 securities registrations as well as her Life and Health License.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
Jaclyn Yoder is a non-producing Registered Administrative Assistant with Cetera Advisors.
Barron’s Top 1200 Advisors 2009-2021 (awarded to Trevor Wilde): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisor’s practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors 2021 (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.