Hello everyone! We are excited to share the opening of our new office in the prospect neighborhood. We’re looking forward to meeting with you in our new space, and cannot wait to share the next step of the adventure with you! Today is also the first day of work for our new Wealth Planner Assistant, Emily Green. Emily has several years of experience in office management and was even the co-owner of Longmont’s oldest coffee shop, the Java Stop, on 3rd and Main. Please welcome Emily to our financial planning community!
Scroll over the picture and click the arrows to see our new space!