Kim Anderson Returns
Kim Anderson has returned to BWFA after an extended leave of absence. Kim is happy to report that her daughter Olivia is doing very well and started school in a Montessori program this fall. Kim is taking on a new role for the company as Director of Client Services. She will concentrate on developing new business for BWFA through our existing referral networks. She will also be responsible for ensuring that our services are meeting the needs of our clients.
Some New Faces
We have added two new people to our staff. Maureen Carrion will be working with Mark Stinson to augment the Financial Planning department. Maureen comes to us from another financial services firm, Raymond James, and prior to that she worked for the NASD, Inc. in various roles for 7 years.
Terri Mueller will be taking over Joanne Birdsong's role as Operations Manager. Before joining BWFA, Terri worked as a portfolio analyst for Mercantile Safe Deposit & Trust Corp. Terri brings with her twenty years of experience in the financial services industry.
Joanne has been easing her way out of BWFA and is now pursuing her degree in psychology. She hopes to eventually use this degree as a life coach.
