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2024 RISING STARS.
- Source :
- Financial Planning; Oct2024, Vol. 54 Issue 8, p24-26, 2p, 7 Color Photographs
- Publication Year :
- 2024
-
Abstract
- Financial Planning has announced its 2024 Rising Stars, which recognizes financial professionals who are new to the field and have a strong work ethic and dedication to advancing the industry. The winners, selected from a diverse pool of nominees, include Natalie Colley, a partner and senior lead advisor at Francis Financial, who specializes in helping women who have been divorced. Jack Heintzelman, from Boston Wealth Strategies, is committed to making the practice "the firm of the future" and has created a financial wellness program for 401(k) companies. Ben Henry-Moreland, founder of Freelance Financial Planning, helps freelancers build their wealth and is recognized as an industry educator and writer. Autumn Knutson, lead planner at Facet Wealth, uses her background in education to help clients achieve their financial goals. Danny Lohrfink, co-founder of Wealth.com, is focused on estate planning and has introduced an AI bot to assist advisors. Christopher Stroup, founder of Silicon Beach Financial, is dedicated to helping LGBTQ+ clients and has partnered with StartOut to provide financial management education. Gennadiy Todd, a financial planner at Hunt Valley Wealth, is involved in volunteer organizations and works with low- to moderate-income families to improve their financial literacy. [Extracted from the article]
Details
- Language :
- English
- ISSN :
- 07467915
- Volume :
- 54
- Issue :
- 8
- Database :
- Complementary Index
- Journal :
- Financial Planning
- Publication Type :
- Periodical
- Accession number :
- 180065850