In order to provide continuity for the families we serve, FWL decided to eat its own cooking. In 2014 we began our wealth advisor apprentice program. Our program is designed to first train new advisors on the technical side of financial planning…all of the advanced estate, business and tax reduction strategies that we utilize with successful families. We then focus on teaching them the six steps to a successful business transition and strategies to prepare the business for the transition. Finally, and probably most important, we give them the tools necessary to help families prepare their heirs.
Kay Pfleghardt was our first apprentice. She interned with us while finishing her bachelors in financial planning from Alfred State College. She transitioned her leadership skills from her nationally ranked volleyball team to our firm with amazing grace. She caught on immediately and we offered her a full time position after she graduated. She holds her Series 7 and 63 registratons and is preparing to sit for the CFP(R)certification exam in the spring of 2016. She has been a tremendous asset to the firm and she is well on her way to becoming an accomplished family wealth advisor.
Kay is originally from Owego, NY (just outside of Binghamton). She currently resides in Rochester, New York. Kay spends as much time as she can with her parents, two siblings and chasing after her four year old nephew. In her free time she plays beach volleyball, is an assistant coach for the Pittsford Sutherland volleyball team and she loves to ride horses.
Jacob Sadwick is the newest member of our team, Jake, as likes to be called, is currently a student at the University of Rochester in pursuit of his Bachelor’s in Financial Economics. We recruited Jake from a local 401k company where he was an intern in the finance department. He would like to become a family wealth advisor and chose to join our team in order to further his knowledge about the financial services industry and personal wealth management. We are really happy to have Jake here and already, we see great things.
When Jake isn’t studying…ignore that, Jake is going to the U of R, he is always studying if he isn’t here at the office. We’ll have him update what he likes to do outside of work when he gets his life back. Good luck Jake!
Financial planning and design work is typically done at the local level, occasionally we will team up with the technical design services of Lincoln Financial Advisors National Design team. As tax laws change and new ideas emerge we like to have our national team of attorneys* and finanial specialists review things with us. This team-level approach to your wealth planning will holistically address the complexities of your personal situation.
As your family’s plan begins to take shape if there are other resources that you need to tap into we can draw upon our network of attorneys*, CPAs*, and Family Wealth specialists.
*Licensed, not practicing on behalf of Lincoln Financial Advsors Corp.