To Our Clients and Friends,
We would like to inform you that Jonathan Stano, our director of financial planning, and his wife Lindsey have decided to relocate back to their hometown in Michigan. This past summer Jonathan and Lindsey were blessed with twins and their family has expanded to three boys all under 3! They have very close family ties back in Michigan and felt they needed to return to their hometown. As you would expect, we are saddened to see Jonathan leave, but we wish him well in his new endeavors.
Fintrust has grown rapidly over the last several years and now employs 38 highly experienced professionals with extensive backgrounds in wealth management, investments, financial planning and operations. As a growing firm, backup support is critical to our mission of “Delivering financial peace of mind with unequalled confidence and conviction” so be assured our team is staffed and trained to fill the void of Jonathan’s departure.
Jonathan has served our clients well and we are actively interviewing for a replacement. In the interim Erin Jones from our Athens office will be providing backup for planning related issues. Please contact your advisor should you have any questions.
Sincerely,
Philip Brice and Allen Gillespie
