Announcing Yesenia’s Promotion to Financial Advisor


Professional growth and development for our employees is very important to us, which is why we are thrilled to announce that Yesenia Ramirez has been promoted to Financial Advisor!

Yesenia joined us in March 2017 as an Associate Advisor. Since then, she has committed herself to developing her skills and education. Just over a year later, she passed the CFP® Certification Examination and became a CERTIFIED FINANCIAL PLANNER™. She has been an invaluable member of our team, supporting client solutions and mentoring those coming up behind her. You can read more about Yesenia on her bio page here.

We are always excited to see our team members grow in their roles, able to serve our clients better.

To learn more about the services our financial advisors provide our clients, click here.

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