Goodman and McLeod Earn CTFA Designation

July 2021  By: TFGADMIN
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...

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TFG Welcomes Justin Kohler

July 2021  By: TFGADMIN
TFG Welcomes Justin Kohler
We are excited to announce that Justin Kohler, CFP® has joined the TFG team as a Wealth Advisor. In his new position, Kohler serves as a client relationship manager, financial planner and investment advisor to individual clients and also provides support to senior advisors at the firm.

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The Evolution of Data Security

April 2021  By: BRENDAN FLAHERTY, MBA
The Evolution of Data Security
According to Eric Schmidt, we create as much information in two days now as we did from the dawn of man through 2003. The digital revolution has been powered by cheaper and faster infrastructure, allowing for the creation and storage of more data. More isn’t always better, but this treasure trove...

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The History of Retirement

February 2021  By: MICHAEL McLEOD, CFP®
The History of Retirement
For many Americans, building the financial assets to transition from daily work to retirement later in life stands apart as a top goal. The concept of retirement is deeply ingrained in today’s culture, but it’s actually a relatively new idea. In 1900, the average global life expectancy was just 31...

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Employee Spotlight: Kyle Powers

November 2020  By: TFGADMIN
Employee Spotlight: Kyle Powers
Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in...

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TFG Promotes Bess Butler Brunson

October 2020  By: TFGADMIN
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...

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TFG Welcomes Cameron Kizzire Albach

October 2020  By: TFGADMIN
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.

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Cybercriminal Activity On The Rise Due To The Pandemic

September 2020  By: BRENDAN FLAHERTY, MBA
Cybercriminal Activity On The Rise Due To The Pandemic
To say that 2020 has been an eventful year is obviously an understatement. The ripples of COVID-19 have disrupted personal and professional lives across the United States and beyond. Social distancing measures forced companies and their employees to work from home, relying on mobile technology...

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Happy 94th Birthday to Lee Butler

September 2020  By: TFGADMIN
Happy 94th Birthday to Lee Butler
TOP ROW (Left to Right): Natalie Butler, Malcolm Butler, Julia Butler, Nate Brunson, Bess Butler Brunson | BOTTOM ROW (Left to Right): Lee Butler, Ryan Eskew, Larkin (Butler) Eskew September was a big month for The Fiduciary Group’s founder and former Chairman Lee Butler. His son, daughter-in-law,...

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Introducing Yuliya Kennedy

September 2020  By: TFGADMIN
Introducing Yuliya Kennedy
We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts.

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