Q4 2022 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Friday, 13 January 2023
News From Flourish
Happy New Year! We hope that your holiday season was spent with those you love and that your 2023 is off to a good start. We are looking forward to a new year with new beginnings and a refreshed sense of purpose and meaningfulness in the service and support we offer to our clients.
We are celebrating our updated office space. With our recent lease renewal we had an opportunity to refresh our space. Our new space turned out beautiful and has plenty of room for team collaboration and space to meet with our clients who prefer an in-person option. We continue to work in a hybrid environment with a couple of days in the office each week and the other days working remote.
Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and integrate material ESG factors into his role as an investment professional.
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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.
