Be WELLthy Blog

Kory Leadon, CFP®

Dec 07, 2021 |
How do I help our clients Live a Richer Life®? I am responsible for thinking strategically with our clients about their life plans and ensuring that our…
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Kristen Purnell
December 07, 2021 |

Kristen Purnell

How do I help our clients Live a Richer Life®? As a Richer Life Business Partner, my goal is to ensure that every…
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Matt Mormino, CFP<sup>®</sup>
December 07, 2021 |

Matt Mormino, CFP®

How do I help our clients Live a Richer Life®? As the Managing Director of OpenPlan, I work to support other advisors and…
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Melanie Arena, CFP<sup>®</sup>
December 07, 2021 |

Melanie Arena, CFP®

How do I help our clients Live a Richer Life®? As a CFP with over 18 years of experience, I work with clients…
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Michael Battaglia, CFP<sup>®</sup>
December 07, 2021 |

Michael Battaglia, CFP®

How do I help our clients Live a Richer Life®? I serve as the Personal CFO for a select number of successful families.…
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Michael Welk
December 07, 2021 |

Michael Welk

How do I help our clients Live a Richer Life®? I have worked directly with high net worth individuals and families for over…
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Shyanne Render, CFP<sup>®</sup>
December 07, 2021 |

Shyanne Render, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I work with our clients to find…
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Steven Hanks, CFP<sup>®</sup>
December 07, 2021 |

Steven Hanks, CFP®

How do I help our clients Live a Richer Life®? As a personal CFO, conversations with clients go much deeper than dollars and…
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Teresa Ternan
December 07, 2021 |

Teresa Ternan

How do I align my time and money with my values and passions to Live a Richer Life®?  Living a richer life means…
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Thomas Newbold
December 07, 2021 |

Thomas Newbold

How do I help our clients Live a Richer Life®? Aligning client insights with a deep knowledge of financial services is the best…
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