We Have Some Good News, and Some Great News

It is wonderful being out in public again without wearing a mask, and we have enjoyed the opportunity to start meeting with some of you in person.  While we’re thrilled to be moving in the right direction in terms of the pandemic, the good news is that our practice has experienced tremendous growth over the last two years.  With that growth comes the challenge of continuing to support our clients in all aspects of their financial lives.  A commitment that is at the core of why we are in this profession.

The great news is that we are very excited to announce that Nora Daniels joined our team at the beginning of June as Financial Planner Assistant.  Nora comes to us after five years at PTC working in marketing automation.  Nora is a Bentley University graduate with a degree in marketing, and is now making an industry change to finance.  During the interview process Nora’s passion for helping others and her enthusiasm for the profession were immediately apparent; and we are confident you will enjoy working with her.

Nora will share more about her background and interests outside of work soon, but for those of you who have not had the chance to meet her please say hello the next time you are in the office or call.

The author of this article is Rick Ropelewski, Wealth Manager at U.S. Wealth Management.

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