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AAFCPAs Wealth Management Announces Transition of Leadership

Posted By Administration, Monday, September 10, 2018

AAFCPAs Wealth Management Announces Transition of Leadership

 

AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the firm in 2016 and 2017 respectively.

 

“I have the utmost respect for my colleagues Carmen and Andy, both personally and professionally,” says Aronson. “They are sharp, energetic leaders committed to maintaining AAFCPAs’ unique culture, values, and service to our clients, and maintaining the objective of true independence. They are both people of character who are proven advisors and will take our wealth management practice to the next level with custom financial plans that incorporate tax planning, investment management, insurance evaluation and planning, business consultation, and estate planning.” Read more. >>

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