by Holly Wilkerson | Mar 10, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Elana Brutman, CFP®, Investment Counsel
by Holly Wilkerson | Mar 10, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 10 Years John Lin, CFP®, CPWA®, Morgan Stanley 15 Years Ben Rose, CFP®, Economopoulos Advisory Group Joshua Schefers, CFP®, Valley Wealth Strategies / Zuk Financial Group 25 Years...
by Holly Wilkerson | Feb 10, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Erinn Andrews, GiveTeam Brandon Ma, Capital Group/American Funds Michele Spina Gray Matthew Kenaston, CFP®, Blue Oak Capital, LLC Jennifer Weir, CFP®, Schultz Collins Christian...
by Holly Wilkerson | Feb 10, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Christine LeGrand 25 Years Paul Murk, CFP®, Sequoia Planning & Investments LLC James Therien, Ericksen Law Offices
by Holly Wilkerson | Jan 7, 2023 | FPASF
We truly appreciate our members and celebrate this important milestone with them! 5 Years Joseph Winslow, Securian Group Inc. Brent Woolsey, CFP®, Red Crane Wealth Management Caroline Gorham, CFP®, Neumann Capital Management David Krimm, CFP®, Hargrave Fiduciary...
by Holly Wilkerson | Jan 7, 2023 | FPASF
We welcome our newest members and look forward to building our local community together! Matthew Kenaston, CFP® Heather Liston, CFP®, Clarity Financial Megan Stahl Brian Marchiel, CFP®, MyVest Travis Benjamin Brennan Kurtela, CFP® Mary Beth Hambly, CFP®, Edward Jones...
