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Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...
TFG Welcomes Justin Kohler
We are excited to announce that Justin Kohler, CFP® has joined the TFG team as a Wealth Advisor. In his new position, Kohler serves as a client relationship manager, financial planner and investment advisor to individual clients and also provides support to senior advisors at the firm. Before...
Employee Spotlight: Kyle Powers
Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in...
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.
Happy 94th Birthday to Lee Butler
TOP ROW (Left to Right): Natalie Butler, Malcolm Butler, Julia Butler, Nate Brunson, Bess Butler Brunson | BOTTOM ROW (Left to Right): Lee Butler, Ryan Eskew, Larkin (Butler) Eskew September was a big month for The Fiduciary Group’s founder and former Chairman Lee Butler. His son, daughter-in-law,...
Introducing Yuliya Kennedy
We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts.
The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers
We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States.
Continuing Professional Development: Our Director of Operations Earns his MBA
We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties...
A Great Achievement Earned by Our Director of 401(k) Advisory Services
The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional. To earn the right to use the CFP® marks, an individual must...