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).

Our Values

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

Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future.

Kathy Longo

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. Her unique talent lies in taking the intricacies of finance and transforming them into simple, easily digestible concepts. Kathy has an uncanny ability to ask the perfect questions, unlocking fresh opportunities and crafting optimal strategies for her clients’ success.

Joey Fenwick

Joseph (Joey) Fenwick, CPA

WEALTH MANAGER

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 Temporiti

Stephanie Temporiti

WEALTH MANAGER

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 Pluimer

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…

Kate Mueller

Kate Mueller

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

Grant Shaffer, CSRIC®, CFP®

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…

taylorchampman2

Taylor Chapman

Executive Assistant

Taylor Chapman works with Delegate Solutions, a strategic partner for Flourish Wealth Management, as an Executive Assistant for Kathy Longo.  She supports Kathy with strategic projects and…

rachaelhall

Rachael Hall

Executive Assistant

Rachael Hall works with Delegate Solutions, a strategic partner for Flourish Wealth Management, as an Executive Assistant for Kathy Longo.  She supports all aspects of calendaring…

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.

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

Skip to content