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CONGRATULATIONS FAIRMAN EMPLOYEES

Fairman Group Family Office congratulates those who have recently acquired their CFP® designations and also welcomes our new employees.

Congratulations to four of our current employees who have recently received the CERTIFIED FINANCIAL PLANNER™ professional certification. These valued employees have met the education, examination, experience, and ethics requirements for this important designation.

NateFullmer

NATHAN FULLMER, CFP®

SamuelMullen

SAMUEL MULLEN, CFP®

MatthewOhrenich

MATTHEW OHRENICH, CFP®

Tim_Wiand

TIM WIAND, CFP®

In addition, please join us in welcoming:

VY TO, CFP®, MSTFP, MANAGER

Vy (pronounced Vee) has extensive experience serving high-net-worth individuals through cash flow management, education planning, tax planning, and other core areas of financial planning. She enjoys building long-term relationships with her clients and helping them achieve their financial goals and dreams. Vy is a CERTIFIED FINANCIAL PLANNER™, holds a Bachelor of Science in Economics and Finance, and a Master of Financial Planning and Taxation from Widener University.

TOM MORGAN, TAX ASSOCIATE

Tom joined Fairman as a tax intern in 2021 and quickly ascended to the role of full-time associate by 2023. A graduate of West Chester University, he brings a strong educational foundation to his work as a Tax Associate. Tom is a valued asset at Fairman Group, ensuring that the tax compliance and planning needs of our clients are met with precision and creativity.

Please join us in congratulating our growing team of professionals!

Sincerely,

Roy M. Fairman, CPA/PFS
Marianne Inforzato, CFP®
Shawn Kindt, CPA/PFS, CFP®
Douglas Morisoli, CPA, CFA® , CFP® 

Previous Post2023 Year-End Planning Checklist
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Recent Posts
  • 2023 Year-End Planning Checklist December 4, 2023
  • Congratulations Fairman Employees November 12, 2023
  • Estate Planning Strategies for 2023 November 1, 2023
  • Welcome New Team Members December 15, 2022
  • IRS Annual Inflation Adjustments November 28, 2022
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About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement