I hope this note finds you and yours in good health. With all that continues to go on in the world around us, I am pleased to be able to share some great news happening at CGO Wealth Management, LLC!
In April, amidst the economic uncertainties, job losses and furloughs we were seeing across the globe, CGO Wealth Management, LLC welcomed Michael Edmonds as our newest team member. Michael will be working alongside myself and Kevin in the administrative and technical review of portfolios and financial plans.
Michael comes to us with several years of experience at another financial institution.
In addition to receiving his Juris Doctorate (JD) from Depaul University College of Law, Michael has obtained the following licenses:
I believe that Michael is going to be a marvelous addition to the team and know that you’ll enjoy working with him. Michael is hoping to be able to meet many of you face-to-face sometime soon!
Let’s be in touch soon to get your official introduction to Michael and to ensure your portfolios and plans are in good shape.
We look forward to continuing to serve you well,
CGO Wealth Management, LLC