Exciting Role “Bump Ups” at Richmond Brothers!
With a new year comes new goals and new intentions. 2023 has started off with a bang as we hit the ground running, continually looking for ways to improve experiences for our family of clients as well as the inner workings of Richmond Brothers.
As we continue to match our team to roles that best fit their skill sets and help improve our daily operations, we are excited to announce some internal changes for our team:
Stephanie Flack is promoted to Director of Client Experiences. She will be overseeing more team members and taking on additional leadership responsibilities. We are looking forward to seeing her grow and thrive in her new role! Congratulations, Stephanie!
Dan Vredeveld has transitioned to Senior Financial Advisor. Dan has over 10 years of experience as a Certified Financial Planner here at Richmond Brothers and has continuously proved his dedication to our family of clients. Props to you, Dan!
Tara Furnas will be transitioning to Chief Operating Officer (COO) and Co-Owner. Tara will be working closely with Matt and helping to ensure Richmond Brothers’ long-term goals are executed to the highest level. As the COO, she will oversee processes and strategies that will help us reach our overall mission. Way to go, Tara!
Matt Curfman will be transitioning to Chief Executive Officer (CEO) and Co-Owner. Matt will be in charge of the overall direction of Richmond Brothers and will manage the strategic vision and decisions. He will oversee our leadership team as well as our advisory team. We are excited about his leadership and the vision and passion he holds for Richmond Brothers (we know it’s second to none). Keep up the amazing work, Matt!
David Richmond will continue his role as Chairman and Co-Owner. Dave will remain active with Richmond Brothers and assist as a consultant regarding the vision and direction that Richmond Brothers pursues.
All of these changes, while more internally focused, will help us as our team comes together to educate, inform, and guide our family of clients, no matter what is happening in the world.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
