07/07/2026
We have an update we wanted to share regarding our team.
As our firm continues to grow, Hannah will be stepping into a larger advisory role and spending more time focused on financial planning and client strategy. This allows us to continue strengthening the support & guidance we provide to our clients.
To support this shift, we are also welcoming Felicity to our team in a support role. She will assist with day-to-day administrative & may often be your first point of contact when calling our office.
We are excited about this next chapter and look forward to continuing to serve you. Helps us in welcoming Felicity & congratulating Hannah on her new role.