🎉 Welcoming New Members to Our Team and Elevating Your Financial Journey 🌟
We're thrilled to announce three exceptional additions to the Bright Future Wealth Management family to double down on our commitment to elevate the financial acumen of women business owners, women who lead their families, their businesses and their communities, with professional guidance.
See our Special Edition Newsletter for more details - May 2024 - On the Bright Side Newsletter
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Meet Shiloh Powers 🌟
Joining us as a Wealth Advisor and Partner, Shiloh brings industry experience, education from her Certified Financial PlannerTM designation and even more energy around providing personalized & strategic financial advice. 📊
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Introducing Lucy Lyle 🎉
Adding to our operations team, Lucy arrives with years of service experience with a commitment to excellence to ensure you continue to receive top-notch support. 📈
Introducing Lily Gortner🎉
We're happy to share we've added Lily to the team, joining us as an Intern and UO Business major, Lily has an enthusiasm for the financial services industry and assisting us with back-of-house support. 📈
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Our Strategic Goals💼
Adding new team members is an important next step in growing our office and operational support. With this growth, we are reaffirming our promise to provide you with knowledgeable, client-focused financial planning and investment management services. Shiloh, Lucy and Lily embody our values of education 📚, innovation 💡, and personalized service 🤝, ready to help you navigate your important financial and life goals.
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We're excited about the enhanced services and fresh perspectives they bring to support your success. Please join us in welcoming them to your Bright Future Wealth Management team.🎊
And, as always, we're here to answer questions you may have along the way. Let's build your financial future together. 🚀