Spring 2016: Firm Update

April 11, 2016
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It is nice to think that spring is on the horizon.  It is a time for renewal, growth, and a chance to bring a new freshness to our lives and businesses.  We are enjoying this time of growth and change and hopefully a little sunshine as well.

We are excited to announce that Carla Schoolfield was promoted to Client Service & Operations Manager.  She has been with our office since 2012 and has over fifteen years of financial experience.  We know she will serve our clients and our firm well in this new position.

We would also like  to introduce our newest team member Stephanie Kozma. She is our Accountant and Operations Associate and brings several years of accounting experience in the public relations and financial services industry.

Also, be sure to check out our new website!  It has a new and responsive layout, it is mobile friendly, and includes our newest feature – a blog!  We hope that these updates will allow our clients easy access to our site using many different platforms and devices and that our blog will provide useful tools and information to round out our financial service offerings.

As always we hope that you take the time to enjoy this time of year and the wonderful things the season of spring has to offer.

Spring 2016 Newsletter

Read the entire newsletter by clicking above.