April showers bring May flowers! Or, in our case a new Client Service Manager! Welcome Colleen to the Bair Financial Planning team! This month we will be traveling to conferences all over the United States increasing our knowledge in professional development, investment due diligence, and exchanging dialogue with professionals on sustainable and responsible investing.
Marci Bair & Victor Orozco are Registered Representatives with and securities through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors and Bair Financial Planning are separate entities from LPL Financial. Tracking #: 1-836703