Wes Bigler and Michael Lipsey attended the 2017 Cambridge Premier Club Conference, held June 11 – 14 in Vancouver, British Columbia. The Premier Club Conference is an annual event honoring Cambridge’s top Advisors.
Jennifer Stewart, Karol Abernathy, and Jonathon McAdow attended the Cambridge Advice Solutions Roadshow, held June 23 at the Atlanta Airport Marriott. Discussions centered on how Cambridge will deliver financial solutions to meet evolving business needs, a changing business environment, and new regulatory requirements.
LongView is pleased to announce that Clete Miller has joined our Columbus, GA, office as Client Services Coordinator for Mike McKay. Clete is a graduate of the University of Georgia with a degree in Financial Planning and is currently working toward his CFP® certification. We are all excited to welcome him to the LongView family.
LongView would like to congratulate Cathy Bolton as she transitions to a new position within the firm. On June 30, Cathy retired from her position as Chief Compliance Officer. During her 19 years with LongView, Cathy has been Finance Manager, Office Manager, Human Resources Manager, and Chief Compliance Officer. She will continue with LongView on a part-time basis as our Accounting Manager. While we are happy that she is still with LongView, we will miss her presence in the office and her willingness to always guide us when we had questions. Cathy has certainly earned some free time, and we all wish her the very best in her semi-retirement.
LongView would like to congratulate Jonathon McAdow, our Senior Operations Manager, who married on June 15. We wish Jonathon and his beautiful bride, Gabriela, a lifetime of happiness.