Growing Our Financial Planning Prowess from Within

Our firm developed and launched a formal wealth advisor training program last spring. This program provides career growth opportunities for team members and is an integral part of our client service model.

We would like to applaud and congratulate two of our recently-promoted wealth paraplanners, Andrew O’Gorman and Ryan Boyer, as they move forward in the program and deliver planning expertise to our clients.

Additionally, we also would like to congratulate Heather Rivas, one of our newer team members, who is already a CPA and passed her Series 65 exam within her first six months with the firm. Like Andrew and Ryan, Heather is well on her way toward becoming a CERTIFIED FINANCIAL PLANNER TM professional.

If you haven’t already met Andrew, Heather or Ryan, you will certainly get to know them in the months to come. We look forward to these three superstars becoming our next generation of wealth advisors!