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Q1 2022 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Thursday, 14 April 2022

Q1 2022 Quarterly Newsletter

News From Flourish

Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.

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About the Author

Kathy Longo, CFP®, CAP®, CDFA

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.

 

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