Cedar Rapids, Iowa-based Berthel Fisher Companies recruited APP Financial, a Fort Wayne, Indiana-based practice with about $146 million in client assets, the firm announced Wednesday. It also named Madyson Tracy as Vice President of Business Development.
APP Financial is led by Financial Planner Gregory Whitenack, and the team includes Minerva DeJianne, Office Manager Licensed Administrator, and Nick Leach, Client Service Associate Licensed Administrator. The practice focuses on securities and retirement planning for clients preparing for retirement.
“We are excited to welcome Greg and Minerva to Berthel Fisher,” said Paige Christofferson, Chief Business Development Officer at Berthel Fisher. “They are an excellent fit for our firm because they share our belief that strong relationships, responsive service and practical support are central to helping financial professionals serve clients well. We look forward to being a true partner to them as they continue to build on the relationships they have established and grow their presence in Fort Wayne.”
Tracy has almost 10 years of financial services experience in advisor support, operations, client service and business development. She most recently served as Director, Organizational Development, at Renaissance Financial. At Berthel Fisher, Tracy will focus on advisor growth, succession planning and partnerships.
“Berthel Fisher has a strong story to tell advisors who want independence, flexibility and a home office that understands the work they do every day,” Tracy said. “My role is to help more financial professionals see what is possible here, whether they are looking for a more responsive partner, broader service options, succession support or a platform that can help them grow without losing the relationships that make their businesses valuable.”
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