In January, we announced our firm’s name change to “Madison Financial Planning” which highlights BOTH the Financial Planning and Investment Management services we provide. We also introduced our online Financial Planning tool which many of you have utilized and have relayed a tremendous amount of excitement for regarding its capabilities. Our firm has had such an increase in demand for this service that Mark Ferris has decided to transition his role from financial representative to the firm’s Financial Planning Analyst.
For any of you that may not know Mark, he merged his practice with the Madison Financial Planning Team 5 years ago. He did this to eventually transition the daily servicing of his clients to partners Craig and Kim. Mark knew they would be in experienced hands. While Mark is not yet ready for “retirement”, he is ready to transition the servicing and further investment management/review of his clients to Craig and Kim.
We are very excited about Mark’s new role as the firm’s Financial Planning Analyst and the additional value his knowledge will bring to our client relationship with this comprehensive planning tool. We are also looking forward to meeting new families that we can help with their life goals. The rest of the team will continue to provide the highest level of advice, service, and care that you are accustomed to.
Happy Summer!