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.
Joseph (Joey) Fenwick brings a strong background as an accountant to his role as Wealth Manager at Flourish Wealth Management. He joined the firm as a reflection of his long-term goal to enter the financial planning profession because it fully aligns with the opportunity to help clients in a holistic manner. Joey was an Accounting and Finance dual major at St. Cloud State University which positioned him to begin his career at Curtis D. Sharp, Ltd. as a staff accountant where he also earned the Certified Public Accountant (CPA) license.
Renee joined the team with the opportunity to grow and develop a new position in the firm. As Portfolio Management Associate (PMA), Renee will support the Investment Team through client reporting, market research, manager due diligence, trading operations, and lead a variety of initiatives to enhance the technology and resources at Flourish. She has a strong background in Finance and building client relationships.
Kate Mueller has fully embraced the team structure at Flourish Wealth Management that is focused on delivering personalized client relationships. She enjoys the opportunity to meet with clients and colleagues while working as a team to support the long-term success of the clients. Kate is originally from Chamberlain, South Dakota, and moved to the Twin Cities after completing her degree at the University of Nebraska, Lincoln.
Grant Shaffer has joined the Investment Team at Flourish Wealth Management for a Summer Internship. He is currently a Senior at the University of Wisconsin – Eau Claire with a double major in Finance and Information Systems. The summer investment internship at Flourish will be an opportunity to learn about the Wealth Management industry, actively participate in the team’s investment approach, and support a variety of important projects.