Exciting Flourish Wealth Management Update
Kathy Longo, CFP®, CAP®, CDFA Monday, 29 September 2014
It is hard to believe that it has already been 5 months since forming Flourish Wealth Management. Each day I am thankful for the opportunity to pursue my passion for wealth management and am energized by my conversations with clients about helping them achieve life goals. The firm continues to grow through a combination of previous clients and new client relationships who appreciate our focus on delivering individualized wealth management solutions aligning financial resources with values and goals.
Reflecting the growth of the firm, I am excited to announce that Flourish has hired Elise Pederson as Wealth Manager to work with me to provide dedicated client service for our clients. I knew Elise was the perfect addition to Flourish from our first meeting. She has a strong background in financial planning and a caring personality. Elise joined Flourish with previous financial planning experience at a local firm, and she has a degree in Finance and Marketing from Iowa State University. Elise embraces the collaborative, client-centered environment and experience that Flourish brings to each client relationship.
Currently, Elise’s free time has been spent preparing for her upcoming wedding in October (Elise Pederson will soon be Elise Huston). She is also a member of the Minnesota Valley Women’s Chorale, a community choir, and a member of the Financial Planning Association.
The addition of Elise combined with the strategic partnership Flourish has as part of the BAM Alliance provides a powerful combination for investment, wealth management and comprehensive client service. I hope you share my enthusiasm about this new addition to Flourish Wealth Management as Elise will play an important role in client relationships while providing resources and enthusiasm for additional growth in the future.
About the Author
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.