Profit & Protect: The Small Business Growth Blueprint Panel

Running a business comes with two constant challenges — growing profit and minimizing risk. Join us for Profit & Protect, an interactive panel discussion designed to give established small business owners practical, expert insights into scaling sustainably, maximizing profitability, and protecting their business as they grow. This powerhouse panel brings together experts in finance, tax strategy, and law to break down the most common pitfalls—and how to overcome them. You’ll walk away with actionable steps, clarity, and confidence for your next phase of growth.

We’re proud to share that all ticket proceeds will go directly to , a nonprofit dedicated to furnishing homes and restoring dignity to individuals and families in need. Learn more below!

• Sarah Blankenship - Wealth Protection Strategist at Wilcox Financial Group and COO at PowHERHouse Money Coaching

• Nicholle Overkamp - CEO & Founder at Wilcox Financial Group & PowHERhouse Money Coaching
• Kimberly Wallace - Senior Counsel at The Coppola Firm
• Lisa Mrkall - Partner at Tronconi Segarra & Associates LLP

This event is built for U.S. business owners who are:

• 3+ years in business
• Employing 5–50 team members
• Experiencing growth—and the pressure that comes with it
• Ready to improve cash flow, compliance, and profitability

In just 2 hours, you’ll discover:

• Where your business is losing profit
• How to fix it (fast)
• The legal gaps that could be holding you back
• How to confidently scale your business with both profit and protection in mind

Most growth-stage businesses hit a wall because they don't integrate their financial and legal strategies — this panel will show you how to align both to scale stronger, smarter, and with far less stress.

Sarah has dedicated more than a decade to helping individuals, families, and business owners protect and grow their wealth. Since joining Wilcox Financial Group in 2013, Sarah has become one of the firm’s lead Financial Advisors and serves as our in-house Wealth Protection Expert.

Her specialty? Designing smart, customized strategies that safeguard what matters most. Sarah works extensively in:

• Executive Benefit Carve-Out Plans
• Estate Planning
• Life Insurance & Disability Insurance
• Long-Term Care Planning

As a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®), Sarah brings the highest level of expertise in the financial services industry. She also maintains her FINRA Series 7 and 66 registrations, along with life and health insurance licenses.

Sarah is passionate about education and empowerment. She co-authored the #1 best-selling book Money Bitch! A No-BS Guide for Smart Women Who Want to Own Their Financial Future, giving women the tools to step into confidence with their money.

A graduate of the State University of New York at Buffalo, Sarah earned both a BS in Psychology and an MBA. Outside of the office, she’s often found running charity races on the weekends, reflecting her deep commitment to community and causes she cares about.

Clients know Sarah for her integrity, dedication, and ability to make complex financial strategies feel approachable. At Wilcox Financial Group, we’re proud to have her guiding clients through critical planning decisions with clarity and compassion.

Nicholle Overkamp, MBA, ChFC, CDFA, is a powerhouse in personal finance and business strategy, fiercely committed to helping ambitious women take control of their money and live unapologetically on their terms. As a best-selling author, keynote speaker, award-winning personal financial advisor, and business coach, Nicholle equips women with the tools, education, and confidence to LIVE WEALTHY—doing what they want, when they want, while feeling financially unshakable.

She is the Founder and CEO of Wilcox Financial Group, a boutique financial planning firm, and PowHERhouse Money Coaching, which focuses on financial education, business coaching, and corporate wellness programs.

Nicholle is the co-author of the best-selling book Money Bitch: A No-BS Guide for Smart Women to Own Their Financial Future, and a featured author in Lead Like a Woman, Grateful: Volume 2. She also hosts the Becoming PowHERhousepodcast, with over 100,000 downloads and a fiercely loyal audience of women committed to building wealth and living fully.

Her work and insights have been featured in Forbes, Kiplinger, WomElle Magazine, and other top-tier publications. She holds an MBA in Finance, the ChFC and CDFA designations, and is a Retirement Planning Specialist. Nicholle also maintains FINRA Series 7 and 66 licenses, as well as life, health, and long-term care insurance credentials.

Nicholle’s leadership and impact have been recognized with numerous awards, some including:

· Courageous Person Award

· SBA Small Business Award by NAWBO – Buffalo Niagara Chapter

· Woman of the Year by the American Business Women’s Association

· Community Service Silver Award by MassMutual

· Financial Planning Leader by Vision Financial Group

She currently serves as President of Entrepreneurs’ Organization (EO) of WNY and sits on the board of Mezzo Allies, Inc., donating a portion of company profits annually to organizations that uplift women and girls.

When she’s not advising clients or captivating a crowd, you’ll find Nicholle outside—always. Whether it’s hiking a trail, boating on the water, or chasing a new adventure with her husband Chris, fresh air is her happy place. She's usually multitasking with an Audible binge and her goldendoodle Remi (the unofficial office mascot) trotting alongside. Nicholle believes in building real wealth—financially, emotionally, and in how you actually live your life every damn day.

Kim Wallace focuses her practice on employment law and complex labor relations. With almost 20 years of experience representing and advising employers, employees, and unions, she is known for her collaborative approach to resolving workplace disputes and her ability to balance compliance and practical business needs with the incredible stresses facing the American workforce.

As Senior Counsel with The Coppola Firm, Kim guides clients through sensitive investigations, audits, and litigation. She provides counsel on personnel matters, contract negotiations, and policy development. She draws on her background in labor relations, leadership, and strategic growth to help employers and employees work together toward equitable and sustainable solutions.

In her spare time, Kim works with business executives, leaders of not-for-profit organizations, political officials, and individuals in other high-pressure roles on personalized strategic growth and planning. She also works with teams and organizations to mediate morale issues, build clear goals and joint initiatives, and dig through other intricate organizational challenges.

Outside of her legal practice, Kim channels her lifelong love of animals into community service. She currently serves as Chair of the Board of the SPCA Serving Erie County and is active in several nonprofit organizations dedicated to strengthening her community. She lives deep in the hills of Boston, New York with her daughter, husband, dogs, and plants.

Who They Are & What They Do
UPward Design for Life serves Erie and Niagara counties in New York, furnishing homes and transforming lives for individuals and families who are rebuilding. They work with people who have experienced domestic violence, homelessness, foster-care transitions, disabilities, asylum-seeking, and other life-changing challenges.

Their mission is simple yet powerful: to turn empty spaces into homes filled with hope, dignity, and independence. A furnished home offers stability — and a fresh start — for those working to rebuild their lives.

Who They Serve
UPward Design for Life supports:

• Survivors of domestic violence
• Families and individuals transitioning from homelessness
• Veterans and young adults aging out of foster care
• People living with disabilities or mental-health challenges
• Asylum seekers and others starting over after crisis

Current Need
Right now, UPward Design for Life is in real need of new bath towels and washcloths. These simple items make a meaningful difference in helping families feel truly at home.

How You Can Help
At Profit & Protect, you’ll have the opportunity to learn more about UPward Design for Life’s mission and donate directly to support their work. Together, we can help restore comfort, dignity, and independence to those in need — one home at a time.

Learn more about UPward Design for Life →

Check them out on Instagram & Facebook!

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