Women in Business Luncheon - Support Yourself

Financial confidence isn’t just about numbers — it’s about clarity, preparation, and the ability to make decisions that support the life you want to build. In every season of life, women face unique financial realities shaped by career changes, caregiving responsibilities, entrepreneurship, marriage or divorce, and long-term planning for themselves and their families.

Join us for an honest and empowering panel conversation designed to demystify financial independence and help women feel more informed, capable, and confident in their financial journeys. Experts in financial planning, estate planning, and related fields will share practical insights on budgeting and investing, retirement readiness, tax and legal considerations, and how to navigate major life transitions with intention rather than fear.

This conversation will move beyond jargon and judgment — creating space for real questions, real experiences, and actionable guidance. Whether you’re just getting started, rebuilding, or planning your next chapter, this luncheon will equip you with the knowledge and perspective to support yourself with confidence.

Meet the Panel!

ALEXIS PENNYPACKER | Financial Advisor, Edward Jones

Alexis Pennypacker, CFP®, is a Financial Advisor at Edward Jones, serving clients from her Westerville, OH office. She works with individuals and families to bring clarity and organization to their financial lives, especially during times of transition. Whether navigating marriage, divorce, career changes, the loss of a loved one or welcoming a new child, Alexis provides steady guidance and a thoughtful, education‑driven approach that helps people move forward with confidence. She specializes in simplifying complex decisions and crafting strategies that reflect each client’s goals and values.
 
Alexis is especially passionate about helping women feel informed, empowered, and in control of their financial futures. Her philosophy centers on listening first, providing clear and accessible direction, and creating strategies rooted in each person’s real priorities.
 
Throughout her career, Alexis has remained active in the community through service and education. She has been a member of the Westerville Chamber and the Women in Business Committee since 2022. She has also delivered financial education seminars for multiple organizations, including the Association of Staff and Faculty Women at The Ohio State University and Operation Second Chance for Women Veterans of the United States.
 
Alexis holds a Bachelor of Business Administration in Finance from Ohio University and her CERTIFIED FINANCIAL PLANNER® designation, along with her SIE, Series 7, Series 66, and Insurance licenses.

AMANDA PLAUTZ | Associate Attorney, Metz Bailey & McLaughlin

Amanda Plautz is an attorney at the law firm of Metz, Bailey & McLoughlin LLP, located in Westerville, Ohio.  Her practice consists of estate planning, probate, and general business matters. Amanda also assists in the representation of the firm’s municipal clients and serves as an Assistant Law Director for the City of Westerville. Amanda obtained her undergraduate degree in Finance from the Ohio State University and her law degree from Capital University Law School.
 
In her practice, one of Amanda’s primary goals is to help her clients achieve their estate planning objectives through proper planning, while providing a comfortable, personalized, and straightforward legal experience.  One of the most rewarding parts of her job is getting to connect and build lasting relationships with so many unique individuals in various walks of life.


 

Meet the Moderator!

ERIN RESSA | Business Banking Relationship Manager, KeyBank & Key4Women

Erin Ressa is a seasoned Business Banking Relationship Manager with more than 15 years of experience in the financial industry, including 10 years with KeyBank. She partners with business owners to streamline cash flow and implement customized banking solutions that support long‑term growth. Known for her relationship‑driven approach, Erin serves as a strategic advisor to the clients she supports.

Since 2019, Erin has co‑chaired Key4Women in Columbus, championing women in business through educational events and community engagement. She also serves on the boards of Small Biz Cares and the Women’s Small Business Accelerator (WSBA), where she is Vice Chair and advocates for accessible mentorship, education, and entrepreneurial support for women.

Outside of work, Erin is a proud mom of four and can often be found cheering on her sons, Ivan and Roman, in their sports and Taekwondo. She loves family adventures, quick getaways, and discovering new experiences together.