In financial planning it is so important to understand the “why” behind our decisions. At SPP we have tried to be very intentional with the growth of the firm and not simply allow growth to drive our direction. In our own business planning we have started with that same question when we have asked as a company if we wanted to continue to grow – why?
For me the number one reason has been very simple – our growth is helping us provide better advice, service, and an all around better experience to our clients. I have seen first hand how the growth of our firm has allowed us to add extremely talented individuals to the team with different backgrounds, experiences and expertise.
With that, please welcome Alexa Fattore to the SPP team as our newest Associate Personal CFO. Alexa spent the past 4 years in a similar role as a lead financial planner. Prior to that her career began on the tax side working at PwC and Providence Equity Partners. Alexa started with SPP in February and has already made a big impact.
We are thrilled to have her on the team and excited for you to benefit from the expertise she brings to us.