Jennifer Sizemore has joined FamilyVest as the Director of Operations. FamilyVest is a fee-only, fiduciary registered investment advisory. They work for you and only you and can help you take control of your financial life with the perfect mix of technology, trained expertise, and a uniquely human touch.
FOR IMMEDIATE RELEASE
Destin, FL, January 24, 2023 — FamilyVest, the Fee-Only Fiduciary Registered Investment Advisory, is pleased to announce that Jennifer Sizemore has joined its team as Director of Operations. Sizemore brings an extensive background and over 20 years of experience in investments, insurance, and banking. She holds a Bachelor’s degree in Marketing from the University of Kentucky.
Jennifer Sizemore will be instrumental in helping them ensure each family’s financial security through her wealth of knowledge and expertise in investments, insurance, and banking. Her decision to join their team reflects their commitment to providing unparalleled service to every client they serve.
“We are extremely excited to welcome Jennifer Sizemore as our new Director of Operations,” said the founder of FamilyVest. “Her extensive background in banking and investment combined with her commitment to customer service make her an excellent addition to the team.”
Sizemore is enthusiastic about joining the FamilyVest team and getting started: “I am delighted for this opportunity at such an innovative company,” she said. “I look forward to helping families achieve their dreams through sound financial planning solutions.”
At FamilyVest, they offer a wide range of services to families of all stages. They focus on helping clients reduce stress while raising their families by providing comprehensive financial strategies tailored specifically to their unique needs and goals.
As a fee-only fiduciary registered investment advisory firm, FamilyVest does not accept commissions from outside sources or charge hidden fees. They never sell financial products, so you can rest assured that you’ll never get a sales pitch from them. They are there solely for you and your family’s best interests.
Additionally, FamilyVest offers Financial Planning services as well as Investment Management solutions tailored to each client’s unique situation. They are also experts at Special Needs Planning and Legal Disclosures, ensuring that all clients have access to the best possible resources while still adhering to local laws and regulations.
With over 20 years of industry experience in Financial Planning, FamilyVest brings seasoned expertise to create custom solutions in estate planning, insurance needs, tax concerns, and wealth and retirement planning. Todd Sensing is a holder of the Chartered Financial Analyst designation (CFA), Certified Financial Planner certification (CFP®), and is also a member of various professional organizations such a NAPFA and XY Planning Network. They dedicate much attention to getting to know your family’s special and unique needs, and their primary goal at the beginning of their relationship is to identify the most important factors impacting each and every family member’s short, medium, and long-term financial position.
Visit https://www.familyvest.com/ to learn more about their top-quality Fiduciary Financial Planning and Wealth Management services. Their team of experts will be ready to solve any specific needs that you have.
Name: Todd Sensing
Address: 4300 Legendary Dr, Suite 226, Destin, FL 32541