Q4 2018 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, 15 January 2019
News from Flourish
The final quarter of 2018, as well as the entire year, has been a whirlwind of excitement and professional growth for the Flourish team. Our newest team member, Nicole Swanson, joined us at the beginning of November and we are grateful for her contributions in her role as Wealth Manager, her passion and dedication to servicing our clients, and for moving from Madison to join us here in Edina. Thanks, Nicole!
Michele Lenz joined us toward the end of 2017 and through hard work and perseverance earned the CFP® designation in August of 2018. And Michelle White joined us in April 2018 as Client Services Manager and has proved to be an invaluable addition to our little family, leading our custodian relationships and supporting our compliance process which is always top of mind in a wealth management firm. We have received wonderful feedback from our clients about our growing team and we look forward to continuing to provide high-quality services in the coming year.
About the Author
Kathy Longo, CFP®, CAP®, CDFA
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.
