This is our story.
We look forward to hearing yours.
Established in 2014 under the leadership of Kathy Longo, Flourish Wealth Management is a woman-owned business that draws its roots from her early career inspiration while working with a female wealth manager and entrepreneur. After gaining experience from various firms in Chicago and Minneapolis, Kathy embarked on the journey to create Flourish Wealth Management, driven by her vision to authentically improve the lives of her clients. Her firm’s primary focus lies in helping clients understand their unique financial journey and values, building their confidence in open financial conversations with loved ones, and planning for their desired future.
Flourish is dedicated to ongoing learning, personal growth, and team development, all of which are supported by an external professional hired to help us discover our individual strengths, enhance our communication skills, and uncover opportunities to foster our team-oriented culture. We continually learn from one another through our bi-weekly lunch-and-learn sessions, which delve into various interesting topics and themes related to Diversity, Equity, and Inclusion (DEI).
We serve our clients – and ourselves – by committing to these five core values in our work:
Bring Passion and Excellence to Everything We Do
Take Meaningful Actions That Lead to Positive Change
Grow and Share Our Experience and Insights
Take Initiative and Be Resourceful
Cultivate Gratitude and Embrace Life's Celebrations
Kathy Longo CFP®, CAP®, CDFA®
FOUNDER & PRESIDENT
Kathy Longo created Flourish Wealth Management out of a passion for making financial matters more friendly and enjoyable. Kathy is wholeheartedly committed to enhancing the lives of every client she serves.
Joseph (Joey) Fenwick, CPA
Joseph (Joey) Fenwick is a Wealth Manager with a background as an accountant. He joined the Flourish team in 2020 as a reflection of his long-term goal to enter the financial planning…
Stephanie joined Flourish as a Wealth Manager in 2022. As a Wealth Manager based in St. Louis, Stephanie is thrilled to embrace the life-changing opportunity be part of a team…
Jay E. Pluimer, AIF®, CIMA®
DIRECTOR OF INVESTMENTS
Jay enjoys his role of supporting clients through the ups and downs of the markets by providing context and education to stay patient while maximizing long-term investment returns…
CLIENT SERVICES ASSOCIATE
Kate joined Flourish as Client Services Associate in 2020 and has fully embraced the team structure focused on delivering personalized client relationships. She enjoys the opportunity…
Grant Shaffer, CSRIC®
ASSOCIATE WEALTH MANAGER
Grant has been part of the Flourish team since 2020. He originally joined the Investment Team as an intern, followed by additional experience as a Senior Resident working with the…
EXECUTIVE ADMINISTRATIVE ASSISTANT
Miranda joined Flourish in 2023 to resume her passion for working with clients in the Financial Services industry. She was excited to see the career opportunity at Flourish because…
Our Professional Affiliations
THERE'S NO TIME LIKE THE PRESENT
It's never too late to take the first step or get a second opinion.
We offer a complimentary “Get Acquainted” call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.