2018 Client Christmas Party
First Wealth Financial Group is pleased to announce the promotion of Lisa Collins to Financial Paraplanner Qualified Professional, FPQP. Lisa has trained and studied under the College of Financial Planning, completing the requirements for this designation. In her new role, Lisa is responsible for the preparation of client planning with the advisor. She has demonstrated superior attention to detail as well as data purity. There have been countless times Lisa has shared ideas to streamline efforts of the team and she has proven to be a tremendous asset to First Wealth. Congratulations Lisa!
Teddy’s Second Son – Briar Michael born May 14th 2018
FWFG Golf Outing – June 2018
Nick Teddy 5K – 2017
Press Release 2017 Proceeds Announcement