Meet New Team Members, Jake and Jennifer
Our team is growing! We are excited to announce two new team members who have joined us at Avant! Jennifer Williams and Jake Blum are both coming onboard as new support planners, assisting Scott and TJ with client tasks.
We are often asked if we are taking on new clients, and the answer is yes! Adding Jennifer and Jake to our team ensures we can continue offering the highest service to our current clients and new clients as well.
Both Jennifer and Jake will be working toward their CFP® certifications. Passing the CFP® exam and becoming a CERTIFIED FINANCIAL PLANNER® professional is the highest standard in our industry, so we have made it a foundation in our company that all employees obtain this credential. We believe in making ourselves the very best through continued personal and professional growth. So we are excited for them to tackle this test and can’t wait to celebrate their achievements!
You can read more about Jennifer and Jake at their bios on our website. We are excited for all our clients to get to know them! They each bring really valuable skill sets from their previous careers that will be beneficial for our clients.
We are continually thankful for how God keeps weaving new, impressive people into our story and allowing us to increase the level of our client service. We are lucky to have Jennifer and Jake join us here and can’t wait to see how they enhance our company for the future!
Our team is stacked and ready to help you with any of your financial needs! Reach out to us, and we can get your plan in place.
