by knoodledigital | Jan 7, 2024
Outside of Work, You’ll Find Me: I enjoy spending time with my husband at our home in Salt Lake, Utah. You can often find me reading a book or getting creative by making birthday cards for family members. Favorite Quote: “Getting one percent better every day...
by knoodledigital | Jan 6, 2024
What I Stand For: I work to set our clients on their path toward financial freedom by gathering and analyzing data, preparing financial plans and assisting with plan presentations. I also serve on Searcy’s Investment Team, which is responsible for making asset...
by Searcy Financial | Jan 5, 2024
What I Stand For: I serve the firm as the Chief Operating Officer and Chief Compliance Officer to guide and support the team’s operations and compliance policies while developing strategies for efficiency and growth for Searcy Financial Services, Inc. I have a passion...
by knoodledigital | Jan 4, 2024
What I Stand For: I support our clients by delivering financial planning advice and managing client accounts to help enhance their quality of life. My mission is to help promote and improve financial literacy and services for people in all stages of life. I hope to...
by knoodledigital | Jan 3, 2024
What I Stand For: As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments to ensure these tools are working to...
