Dear Colleagues, Clients and Friends,
Our firm continues to thrive and grow thanks to the collaborative efforts of all our Filbrandt Team and our valued clients. As leaders of the firm, we spend over half of our time recruiting and training the future generations of the Filbrandt Team. We know that our strength and vision is reflected in each of our staff as they serve our clients. “Making a Difference for Many” is our firm’s primary vision, and we look for the same passion in every new hire.
We are proud to announce that three of our long-term associates are joining our Ownership Team as shareholders of Filbrandt Wealth Management.
The firm’s new Principals are:
- James Haygood, CFP®
- Travis Cliff, CFP®
- Scott Kornstedt, CFP® ChFC, CLU
These three individuals have demonstrated a passion for effective planning for all of our clients and a commitment to the continued growth of our firm. Adding them to our current Ownership Team represents another step in strengthening the firm’s long-term succession plan.
Our goal is to continue building Filbrandt Wealth Management into the Independent Advisory Firm of choice for all University Professionals, now and into the future. These three new Principals represent our personal commitment to our clients, their families, and our dedicated colleagues.
Please join us in congratulating James, Travis, and Scott for their achievement!