In partnership with her husband, Norm Boone, she was co-founder of IPS AdvisorPro™, an award winning, online investment policy statement application which was named by Morningstar as the“Best Software of 2006”. The software was developed to provide tools to help investment advisors easily and quickly develop best practice investment policy statements for their clients. IPS AdvisorPro™ was sold to Fi360 in 2013.​

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