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We send monthly newsletters to our clients, colleagues, and interested parties.
TFG Spotlight: Bess Butler Brunson, CFP®, CTFA
For Bess Butler Brunson, wealth management is more than a profession—it’s a calling rooted in family history. As the third generation of her family to serve clients at The Fiduciary Group, she proudly follows in the footsteps of her grandfather, who founded the firm, and her father, who serves as...
TFG Spotlight: Joel Goodman, CFA, CTFA
For Joel Goodman, numbers are just the beginning. As Chief Investment Officer at The Fiduciary Group, he brings decades of investment experience, deep analytical rigor, and a calm, measured voice to client conversations. But at the heart of it all is a drive to help people make better financial...
Advisor Spotlight: Michael McLeod, CFP®, CTFA
A Personal Approach to Planning At The Fiduciary Group, we take a relationship-first approach tohelping families plan for the future—and no one models that mindset better than Michael McLeod. As Senior Wealth Advisor and Director of Financial Planning, Michael guides clients through every stage of...
Hayden L. Blow, TFG Research Analyst, Earns Chartered Financial Analyst (CFA®) Designation
We are proud to announce that Hayden L. Blow, Research Analyst, has recently earned the prestigious Chartered Financial Analyst (CFA®) designation from the CFA Institute. Blow is a key member of the firm’s investment team, with responsibilities including research, portfolio construction and trading.
Kyle Powers Promoted to U.S. Navy Reserve Captain
We are pleased and proud to announce that our own Kyle Powers, CFP®, MBA, AIF, the firm’s Director of 401(k) Advisory Services, was promoted to the rank of Captain in the U.S. Navy Reserve, effective July 1, 2022.
Teresah Woolridge Joins The Fiduciary Group as 401(k) Financial Advisor, Bess Butler Brunson Joins the Firm’s Wealth Management Team
We’re delighted to announce that Teresah Woolridge recently joined The Fiduciary Group as a 401(k) Financial Advisor. In her new position, Teresah is responsible for providing retirement education and investment guidance to 401(k) plan participants, offering day-to-day plan support and assisting...
Bess Butler Brunson earns Heritage Design Professional Certification
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group! Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...
Welcome Baby James!
We are pleased to welcome our newest addition to The Fiduciary Group family. Cameron and her husband Drew are proud new parents to James who was born on November 9th. Cameron joined in firm in 2020 as the Communications and Office manager. She is responsible for graphic design, marketing...
Kimberly Beiter Joins The Fiduciary Group as Client Services Associate
Join us in welcoming Kimberly Beiter as a Client Services Associate. In her new position, Beiter is a member of the firm’s client services team and is responsible for the administration and reporting of client accounts.