In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant Christmas brunch as our gift to you. We look forward to your presence and would be delighted to accommodate any guests that you would like to bring. Friday, December 12th, 2014 7:00 AM – 11:00 AM Lairmont Manor 405 Fieldston Road Bellingham, WA 98225 Please click here to RSVP, call us at (360) 714-1234, or email: bonnie.dick@financialplaninc.com
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
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