Some of you may have had the pleasure of Ann sitting in on your meetings here at New England Capital or speaking with her on the phone. For the past two years she has been taking her education requirements to sit for the Certified Financial Planner Exam, having completed the education, examination, experience requirements and obviously passing the background and ethics requirements. We are proud to announce that she sat for the exam in November and she is now a Certified Financial Planner ®! Congratulations to the newest CFP® on our team.
We have a new face at New England Capital! Matt Sczurek recently joined us and is a great addition to our team! He will be working as a Para-planner, assisting us in meetings and also with client service. Please make sure you say “Hi” to him when you are in the office or call.