Good Afternoon,
I’m happy to share that Carly Neidecker has successfully passed her CFP® exam. She is officially a CERTIFIED FINANCIAL PLANNER®.
This is a meaningful accomplishment that required countless hours of study time and dedication, and we’re very proud of the effort she put into achieving it. It’s another way we’re continuing to invest in the level of service and care we provide to each of you.
We’re excited to have her continuing to grow in her role and supporting our clients.
As always, please feel free to reach out with any questions.
Warm regards,
Johanna and the JLB Wealth Management Team