We are pleased to announce another new addition to our team!
We are pleased to announce another new addition to our team! Marshall recently completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Education Program, a requirement for obtaining the CFP® marks. Marshall will soon be integrating with current Ledge Wealth clients, and clients of his own. He will also join our investment team, assisting in our internal investment disciplines and processes for our wealth management clients.