Late last year, we announced several new team members. Since then, we’ve been fortunate to welcome even more.
Just as we invest with a long lens for our clients, we apply the same discipline to our internal planning. The hiring over the past year reflects a strategic plan developed by our leadership team to support growth, enhance our wealth planning services, and prepare for future retirements.
Investment Counselors
Two new counselors joined us at the beginning of April: Leslie Manual as an Investment Counselor and Kristen LaSasso as an Associate Investment Counselor (a new role at the firm). Both hold the Certified Financial Planner™ designation and bring several years of experience in financial planning.
Client Service Team
After 33 remarkable years, Sharon Bachert is retiring. We wish her a relaxing retirement with her husband, John, and many happy memories with their daughters and grandchildren. Sharon joined the firm in 1992 as a Client Service Specialist and has led the client service team since 2018. She has built countless meaningful client relationships and helped foster a supportive culture across the firm.
Succeeding Sharon, Billy Yeh joined us at the beginning of May as our new Client Service Manager. He has worked closely with Sharon during the transition before her May 30th retirement. Billy brings extensive experience in managing client service teams that support both clients and investment counselors.
We’re also pleased to welcome Ing Zhang and Ray Flores as Client Service Specialists. In addition, Janelle Vidal, who joined us last year, has been promoted to Client Service Specialist. Working alongside our investment counselors, the client service team continues to provide the personalized, attentive service our clients value and deserve.
Operations
With Janelle’s promotion, Jacqueline Fernandez joined us in March as our new receptionist. We’re also excited to welcome Andy Heung, who came on board in April, as our Accounting Manager. Andy brings a wealth of experience in accounting and tax and is already working closely with our Chief Operating Officer on day-to-day accounting and financial activities.
Please join us in welcoming all our new colleagues. As always, our focus remains on your financial success. If there’s anything we can do to serve you better, don’t hesitate to call, email, or stop by.
