Exciting Flourish Wealth Management Update

It is hard to believe that it has already been 5 months since forming Flourish Wealth Management.  Each day I am thankful for the opportunity to pursue my passion for wealth management and am energized by my conversations with clients about helping them achieve life goals.  The firm continues to grow through a combination of previous clients and new client relationships who appreciate our focus on delivering individualized wealth management solutions aligning financial resources with values and goals.

Reflecting the growth of the firm, I am excited to announce that Flourish has hired Elise Pederson as Wealth Manager to work with me to provide dedicated client service for our clients. I knew Elise was the perfect addition to Flourish from our first meeting.  She has a strong background in financial planning and a caring personality.  Elise joined Flourish with previous financial planning experience at a local firm, and she has a degree in Finance and Marketing from Iowa State University.  Elise embraces the collaborative, client-centered environment and experience that Flourish brings to each client relationship.

Currently, Elise’s free time has been spent preparing for her upcoming wedding in October (Elise Pederson will soon be Elise Huston).  She is also a member of the Minnesota Valley Women’s Chorale, a community choir, and a member of the Financial Planning Association.

The addition of Elise combined with the strategic partnership Flourish has as part of the BAM Alliance provides a powerful combination for investment, wealth management and comprehensive client service. I hope you share my enthusiasm about this new addition to Flourish Wealth Management as Elise will play an important role in client relationships while providing resources and enthusiasm for additional growth in the future.

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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!

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