Q1 2024 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Thursday, April 18, 2024 Spring has sprung here in Edina, but with temperatures swinging from 80 to 45 degrees (or worse), it seems Mother Nature hasn’t quite made up her mind about what season we’re in! I am happy to announce that Grant Shaffer, Associate Wealth Manager at Flourish, recently passed the rigorous testing and experience standards to earn his Certified Financial Planner (CFP)® certification. Grant has been part of Team Flourish for the past 4 years in a few different roles and it’s exciting to see his hard work and passion for financial […]
