Advent Partners Spotlight: Jamie French
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our December spotlight is Jamie French. Position: Founding Partner, Wealth Advisor Specialty: Tax, Charitable Planning, and Estate Planning What would your loved ones say their favorite thing about you is? My height, it […]
Advent Partners Spotlight: Jim Dunlop
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our November spotlight is Jim Dunlop. Position: Founding Partner, Wealth Advisor What’s a special tradition or moment in your life that brings you the most joy? My weekly breakfast dates with each […]
Advent Partners Spotlight: Lindsey Kolaric
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our October spotlight is Lindsey Kolaric. Position: Marketing Manager Specialty: Social media, events coordinator, and PA notary What do your friends and family say about you? My friends and family would say that their […]
Advent Partners Spotlight: Holly Rosensteel
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our September spotlight is Holly Rosensteel. Position: Client Relationship Manager Specialty: Trading, Technology, and PKS What do your friends and family say about you? My friends and family would say how dedicated I […]
Advent Partners Spotlight: Chris VanHart
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our August spotlight is Chris VanHart. Position: Wealth Advisor & Practice Manager Specialty: Helping families balance their retirement goals with their other family-related goals. Whether it be college for kids and grandkids or planning […]
Advent Partners Spotlight: Sheri Norvell
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. July’s spotlight is our newest team member, Sheri Norvell. Position: Executive Assistant Specialty: Making people smile 😊 Your favorite thing about yourself is? My faith and my creativity. The last book you […]
Advent Partners Spotlight: Colin Bernd
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. June’s spotlight is Colin Bernd, Client Relationship Manager. Position: Client Relationship Manager Specialty: Building financial plans What is the last book you read? “Start with Why: How Great Leaders Inspire Everyone To Take […]
Advent Partners Spotlight: Gretchen Duda
One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. This month, we are featuring our newest CFP®, Gretchen Duda. Gretchen […]
Advent Partners Spotlight: Jeremy Reed
One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. Since April is National Social Security Month, we thought it was the […]
