Yes, that’s right. We have some really exciting news!
Our business is growing. To support our growth and provide you with even better service, we’ve taken steps to expand and strengthen our team. We’re excited to announce two new additions and two promotions that have been long overdue.
We thought you might like to learn a little more about each of our new Advisors, but let’s start with the promotions.
Rachael Schweiger has just passed her Series 65 exam. This means she can now work with you directly on investment and financial planning strategies. She has been transitioning from her role as a client service associate to one as a Financial Advisor. Please help us congratulate Rachael on this milestone in her career.
Margaret Maher is our Chief Operations Officer and vital to our day to day operations. She has performed this role for the past twelve years and we are pleased to announce she is a partner in the firm. We are excited about Margaret’s commitment to maintaining the highest level of service for our clients, efficiencies within our systems, and being the point person for the needs of our team.
Teri Meyer joined our team as an advisor on July 1. She has more than 30 years dedicated to wealth management and equity research working in private money management, investment banks and a trust company. She is a Chartered Financial Analyst and brings her investment expertise to the design and implementation of our investment portfolios.
Our final new addition is Lou Solly. We’re very fortunate to be able to attract someone with Lou’s experience to our firm. He is a Certified Financial Planner® who has taught financial planning courses, is an expert at financial planning software and has worked directly with clients for over 25 years. In addition to working directly with clients on investment and financial planning strategies, Lou will provide internal training on financial planning for our staff.
We are very excited about these changes, the growth of our SFA team, and how it will help us continue our commitment of improving the quality of our client’s lives.