Fairman Financial 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.
NATHAN FULLMER, CFP®
SAMUEL MULLEN, CFP®
MATTHEW OHRENICH, CFP®
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 Financial 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 Financial, 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®
