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.

Congratulations to Michele Lenz for earning the CFP® designation!

Wednesday, 15 August 2018

Congratulations to Michele Lenz for earning the CFP® designation!

Michele Lenz joined the team at Flourish Wealth Management in late 2017 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. Michele 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 Michele’s journey.

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