Brad Goldstein Promoted to Director Of Client Services

Please join us in congratulating Brad Goldstein, FPQP on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts.

Feel free to contact Brad with any questions or service requests, from getting an extra copy of that missing tax report, to scheduling a meeting.

Congratulations, Brad!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

One Response to Brad Goldstein Promoted to Director Of Client Services

  1. Christy Lambertus November 28, 2018 at 10:58 am #

    Hooray for you Brad, it’s a pleasure working with you and the whole team.

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