Good Morning,
I hope this note finds you well!
I'm writing to introduce you to a new addition to JLB Wealth Management Group.....Carly Neidecker.
Carly is a financial planner and investment advisor who comes to us from T. Rowe Price, where she received excellent training and gained years of hands-on experience. After many months of conversations and interviews (on both sides), Carly accepted a position with JLB Wealth Management Group, and we are truly lucky to have her.
Carly is currently pursuing the Certified Financial Planner (CFP) designation and is preparing for a major exam this March ....a testament to her commitment to the highest professional standards in our industry.
I want you to know that Carly is available to assist you when I am not immediately available and can be a helpful resource for scheduling, placing trades, follow-ups, and general planning questions. As always, I remain fully involved in your financial strategy and relationship, but Carly’s presence allows us to provide even more responsive and thoughtful service.
If you’d like to learn more about Carly, her full bio is available on our website.
Please join me in welcoming her to the firm. I think you’ll find her thoughtful, capable, and a wonderful addition to our team.
Warm regards,
Johanna