Dear Clients and Friends,
It is with great joy and honor that I have the privilege to write this commentary to announce that we have a new advisor at TWPM. Alex Potenza is joining the firm as a co-owner and financial advisor. We will be adding his picture and bio to the website shortly. Alex has over 20 years experience as a financial advisor.
Alex and the others at TWPM have spoken extensively about philosophy, client service, investment principals and many other things. We believe Alex is a perfect fit for the firm and our clients.
For those clients whom Alex was serving prior to joining TWPM, he will continue to be the lead advisor for you and your main contact for investment advice, financial planning and financial questions. You should notice very little change in how Alex works for you, if any. I, Richard Tomes, and Kim Mortensen will be there as back-up advisors for Alex to serve you at times he might be unavailable and vice versa. Aimee Marson is here to serve you with paperwork processing, basic account information, etc. All of our contact information is on the website. Just click “Contact Us” as you can send emails, or even chat with us live if we are at our desks. You may also call us at the number you’ll find when you click “Contact Us.”
As we continue to grow, it is our goal to increase our abilities to serve our clients. Alex will be playing a major role toward this end.
Richard Tomes, CFP®
Total Wealth Planning and Management, Inc.
822 A1A North, Suite 310
Ponte Vedra Beach, FL 32082