In the News

Congratulations to Nicole Swanson for earning the CFP® designation!

Wednesday, 17 April 2019

Congratulations to Nicole Swanson for earning the CFP® designation!

Nicole Swanson joined the team at Flourish Wealth Management in October 2018 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Nicole has remained dedicated to growing her financial planning knowledge and developing tools to support our clients. It is an impressive accomplishment to become a CFP® practitioner, adds a lot of value to our team, and we want to share some of Nicole’s journey.

Kathy Longo featured on Worth | The Investment Gap

Friday, 29 March 2019

Kathy Longo featured on Worth | The Investment Gap
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."

- Sarah Max

Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!

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