Welcome Avery Adams - Client Service Associate
Please join us in welcoming our newest team member, Avery Adams. Avery will be one of your primary points of contact at the office to ensure the ideal client experience.
Avery recently graduated from Texas State University with a Bachelor of Business Administration in Management and a minor in Data Analytics.
As a Client Service Associate, she will support the firm’s commitment to delivering an exceptional client experience through relationship management, operational support, and personalized service.
Erin Winner, FPQP® Earns Series 66 License, Elevating Financial Advisory Services at Element Wealth Planning
Element Wealth Planning is proud to announce that Erin Winner, FPQP® has successfully passed the NASAA Series 66 - Uniform Combined State Law Examination, held through LPL Financial. By passing this rigorous exam, Winner has achieved full licensure as both an Investment Adviser Representative and a Securities Agent.
With this designation, Erin Winner has been promoted to an Associate Advisor at Element Wealth Planning.
“Passing the Series 66 is a major milestone in my career,” said Winner. She will be able to fully assist clients in navigating their financial futures and providing comprehensive advisory services.
Please join us in congratulating Erin on this outstanding achievement.
Element Wealth Planning Wins Emerging Small Business of the Year Award
We're thrilled to announce that Element Wealth Planning has been named Emerging Small Business of the Year!
This incredible recognition is a testament to the hard work and dedication of our amazing team. We are deeply grateful for this honor.
A big thank you to our clients, family, friends, and local community who support our vision and goals.
Glenn Sweeten, CFP® has earned his Certified Plan Fiduciary Advisor (CPFA®) designation
We're pleased to announce that Glenn Sweeten has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).
The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation is among the most recognized in the industry and focuses on building a sound fiduciary process.
Please join us in congratulating Glenn Sweeten, CFP®, CPFA® on this accomplishment.
Welcome Andrew Pontorno, FPQP™ - Client Service Associate
Please join us in welcoming our newest employee, Andrew Pontorno, FPQP™ - Client Service Associate.
Andrew will be your primary point of contact at the office to ensure the ideal client experience. He is excited to be part of the Element Wealth Planning team and to continue his journey in the financial industry. Andrew earned his FPQP™ designation and successfully passed the Securities Industry Essentials (SIE) exam. He is currently pursuing his degree in Accounting. Born and raised in Maryland, he values time spent with family and recently became interested in coin collecting.