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The Circle of Excellence is an award reserved for the highest achievers within our organization and serves as a barometer of WIFS’ success as it continues to advance and support women in the financial services industry.
Applications and supporting income verification documents are accepted until July 31. The qualifying level is determined via personal income documentation. Personal tax forms (1040, 1099, 1120, Schedule C or W2), with identifying information such as name and home address blacked out, must be submitted via mail, fax, or e-mail. Please note that letters from accountants, extensions/incomplete filings, other documentation, late or incomplete applications cannot be considered.
Our 2025 Application will be open in the Spring!
Qualification for Circle of Excellence is based on personal income. All Circle of Excellence registrants MUST be current members and provide proof of the previous year's income. Personal tax forms (IRS forms 1040, 1099, 1120, Schedule C or W2) are the only acceptable forms of income verification. Written letters from accountants, K1 forms, business income or similar forms cannot be accepted. Protect your privacy: Sensitive data such as Social Security numbers and home addresses should be blacked out.
- Published: Qualifiers receive a glass award. Your name and qualifying level WILL BE celebrated and recognized on the WIFS website, in programs, brochures, announcements, press releases, conference signage and name badge ribbons.
- Unpublished: Qualifiers receive a glass award. Your name and qualifying level will be private and WILL NOT BE publicly celebrated or recognized in any WIFS communication.
- Anonymous: Qualifier identity is completely unknown. You WILL NOT receive an award or any recognition. Your chapter will receive credit for your participation and your total income will be included in the tabulation of the total reported income for all Circle of Excellence Program qualifiers.
| Level |
Prior Year Income |
| Tanzanite |
$2,000,000+
|
| Diamond |
$1,000,000+ |
| Emerald |
$750,000 - $999,000 |
| Sapphire |
$500,000 - $749,000 |
| Ruby |
$250,000 - $499,000 |
| Pearl |
$125,000 - $249,000 |
| Topaz |
$75,000 - $124,000 |
Congratulations to our 2024 Circle of Excellence Award Recipients
| Tanzanite |
|
Ellie Mills
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| Diamond |
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Lisa Boyer, Tara Clark, Cynthia Diccianni, Kelly Hoff, Lily Liu, Tiana Ronstadt
|
| Emerald |
|
Tanya Patzner
|
| Sapphire |
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Christy Aleckson, Sarah Clark, Ellen Donahue, Laura Dubow, Karen Roberts, Lucila Williams
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| Ruby |
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Carrie Berger, Alyson Burkett, Anne Clayton, Laura Davis, Susan Ellis, Bryon Holz, Nicole Loughlin, Shelley Nadel, Lori Niermann, Kathleen Owings, Jessica Porter, Sheila Stith, Amber Stitt, Leslea Stock-Lopez
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| Pearl |
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Kate Beck, Jeanie Boymel, Jennifer Costarella, Indira Cozine, Avigail Curry, Victoria Dean, Ginny Fallon, Linda Grizely, Darlene Hanes, Mindy Helfrich, Jessica Hughes, Yazmin Irizarry, Christine Jensen, Betty Lee, Maricarmen Maisonet Gonzalez, Angie Ribuffo, Melissa Robinson, Pamela Sams, Sheila Stotler
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| Topaz |
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Carol Brian, Rosetta Conigliaro, Alice Crosby, Danielle Diaz, Jennifer Hensley, Richelle Hopkins, Kristin Moore, Janey Salveson, Amy Welch, Gabrielle Zenner
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