Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.
Jay Pluimer brings over 25 years of experience working with Investment Committees and individual investors to Flourish Wealth Management. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. As Director of Investments, Jay is passionate about the opportunity to deliver individualized investment solutions for our clients that help align their resources and goals.
Michele Lenz brings a passionate approach for helping clients develop a customized financial plan to Flourish Wealth Management. Her roots in financial planning started during her early college years at University of Wisconsin-Madison when she was looking for a major that would provide an opportunity to have a positive impact on people. After switching majors from International Studies to Personal Finance, she became very involved with developing the curriculum for the program while incorporating community outreach.
Nicole Swanson is dedicated to working with clients and helping them achieve long-term goals. After starting her studies at the University of Wisconsin-Madison as an Accounting major, Nicole switched to Personal Finance so she would have more opportunities to directly interact with clients. She enjoys getting to know people, learning about their background, and then developing a customized financial plan that will hopefully exceed their expectations for what life can look like in retirement (or even when they can retire).
We look forward to learning about your financial goals and working together to help you realize those dreams. We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.