We Have Some Good News, and Some Great News

The first news is good but bittersweet.  Nora Daniels from our team is leaving.  The wonderful news is that Nora is spending that time chasing around Saoirse and Declan (the safe bet is that the kids will slow down long after Nora) and enjoying all that is happening with a four-year old and soon to be one-year old.  We wish her the best of luck, and we will certainly miss her cheerful demeanor and endless supply of date-related numerical trivia.

The other news is that we are very excited to announce that Whitney Priest joined our team this month. Whitney joins us having already completed her professional education requirements for the Certified Financial Planner® designation.  With extensive professional experience prior to joining us, Whitney brings valuable skills in client training and operations management.  We are confident that her strong communication skills and passion for our industry will have an immediate impact on our team and the support you receive.

Whitney will share more about her background and interests outside of work soon, but for those of you who have not had the chance to meet her please say hello the next time you are in the office or call.