Welcome Our New Team Members
We are delighted to announce three new members who have joined our tax and financial planning team.
We are delighted to announce three new members who have joined our tax and financial planning team.
Year-End Financial Planning Checklist: 8 Key Steps to Finish 2024
The Fairman team continues to grow as we seek innovative ways to serve our clients. We are excited to announce three new members of our team, including Dawn Eross, Jason Kleinschmidt and David Schmidling. These individuals support our advisory teams in a range of disciplines. Jason and David provide operational, technology and wealth management support and Dawn joins our tax team as an operations specialist.