Q4 2018 Quarterly Newsletter
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 […]
Kathy Longo quoted in WhatInvestment.co.uk’s 13 goals for Investors in 2019
Kathy was recently quoted on WhatInvestment.co.uk about how establishing realistic goals can keep you on track for better financial outcomes. Read what Kathy had to say about making goals for 2019 here.
