We are delighted to announce the well-deserved promotion of Marshall Dearing to the role of Lead Advisor at our firm.
From the very start, Marshall was more than just a college graduate looking for a career. He had a clear vision of the impact he wanted to make in the lives of others through financial planning. His beginning years at our firm were characterized by a passion that quickly set him apart. His dedication to our values of working hard, playing hard, and making a difference made him the perfect fit for our clients and team. He weathered the ups and downs of the financial industry, such as the pandemic, with resilience, a testament to his commitment to his role and our company.
As he grew in his tenure, his determination never wavered, and his dedication truly defined his professional development. His tireless pursuit of his CERTIFIED FINANCIAL PLANNER TM designation paved the way for his ascent, leading him to the position of Lead Advisor. As we look back on his extraordinary career thus far, we can’t help but marvel at his journey and feel immense excitement for the path that lies ahead.
