We are excited to introduce our newest team member, Heidi Ellingson, as the new Wealth Management Assistant. Ms. Ellingson, a registered ParaplannerSM, will work closely with our advisors to provide administrative support during the financial planning and review process with clients. With over 20 years’ experience in the financial industry, she brings a fresh perspective on the client experience, as well as knowledge on how to make the planning and review process run smoothly for clients.
“Heidi’s friendly demeanor and professional experience offers our clients a warm interface while working with our advisors during the planning process,” said Chief Investment Officer Griffin Dalrymple. “We are excited to provide clients someone to assist them in gathering necessary information and documents for their plan design.”
Opinicus Wealth Management is a Registered Investment Advisor with offices in Bradenton, Tampa and Ft. Lauderdale, FL offering financial planning and investment management services focused on small business owners and professionals pursuing wealth accumulation.