We hope the summer months treated you well and your batteries are re-charged for whatever activities keep you and your family busy before the year-end holidays. Here at Canby Financial, there are a few noteworthy items we would like to share.
First, we’re pleased to welcome Eric Kristenson, AIF®, CRPS® in the newly created role of Financial Consultant for our Retirement Plan Services practice. Eric has more than 20 years of experience in retirement plan sales and consulting, most recently with OppenheimerFunds. He’s here to help us enhance the services we provide to small business owners and their employees who are saving for retirement.
Next, we’re delighted that Lauren Leverone joined the team as Office Assistant in August. Lauren brings a wealth of administrative experience from similar roles with other financial advisory firms and looks forward to getting to know all of our clients in the coming months. Please introduce yourself to Lauren the next time you call or stop by.
And, we’re proud to announce that David Jaeger, CFP® earned his CERTIFIED FINANCIAL PLANNER™ certification in August. David has other reasons to be proud in 2019, including his promotion to Senior Client Service Manager in January and his October wedding, when he marries Kathleen Sweeney.
If you attended our Spring Open House in June, or dropped by recently, you have seen our expanded and remodeled office space. We added a new high tech conference room, created a large open work area bathed in natural sunlight for our client service and operations team and decorated the walls with new original photography taken by members of our team.
Canby Financial Advisors is growing to make sure we are able to provide solid financial guidance and great service to our clients and their evolving needs. As our client base grows and financial markets change, we are prepared to add new resources to meet your long-term financial planning and investment needs.
This article was authored by Christopher Borden, a financial advisor and Managing Partner at Canby Financial Advisors, 161 Worcester Road, Framingham, MA 01701. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at 508.598.1082 or at [email protected]
©2019 Canby Financial Advisors