About Us
Shantel Haines | Financial Professional
At Next Phase Consulting, we are committed to guiding individuals through some of life’s most important financial transitions. We specialize in educating and supporting clients as they navigate Social Security benefits, Medicare options, long-term care solutions, and retirement planning. Our goal is to empower each person with the knowledge and resources they need to make informed decisions and confidently prepare for their next phase in life.
Shantel Haines- Author Financial Trendsetters 2
Financial Trendsetters 2 is not just a book—it’s a movement.
Led by best-selling author and powerhouse advisor Leslie Lipscomb, this second installment in the Financial Trendsetters series brings together a dynamic collective of 13 female financial professionals who are boldly rewriting the rules of success in an industry long dominated by tradition. These women are not simply financial planners or advisors. They are connectors, creators, attractors—women with a magnetic presence that’s reshaping the way wealth is built, relationships are nurtured, and legacies are defined.
In this powerful collection, you’ll meet thought leaders from across the financial landscape—from advisors and educators to wealth strategists and trailblazing entrepreneurs—each sharing their personal journey of breaking molds, building businesses, and creating meaningful impact. Their stories reflect a deep commitment not only to their clients but also to the future of the industry—one that is more inclusive, values-driven, and woman-led.
You’ll hear from voices across the financial field: Erin O'Donnell, Andrea Beegle, Heather Grubbs, Catherine Valega, Danette Galvis, Elizabeth "Lizz" Milardo, Dr. Jessica D. Schloemp, Meghan Eddy, Brittany Sullivan, Alexa Brascetta, Shantel Haines, and Alanah Philips—each bringing their own experience, heart, and vision to the pages of this book. Together, with Leslie Lipscomb at the helm, they are reshaping what legacy looks like in modern finance.