Patrice is driven by hard work and sustainable development. She excels in community-focused financial management. Patrice believes in educating her community with life changing information that could benefit the lives of generations to come. As a Business Developer, Patrice’s goal is to provide the tools her clients need to achieve their ideal financial objectives. Patrice will guide and assist her community to financial success through wealth building.
Financial Growth Partners held its second Launch Pad training program for our Business Development Associates (advisors new to the financial services industry). The collaborative, week-long meeting was held at our Richmond, Va., office.
Welcome, Beta 2022 Cohort!
Our next Launch Pad starts Dec 16.
November 2022 -
Financial Growth Partner's Leadership and Talent & Growth Teams attended Guardian's TeamWorks conference in Sarasota, Fla. We are grateful for our "independent and collective" relationship with Guardian Life Insurance Co.: a "highlighter" future lies ahead!
Financial Growth Partners participated in Wear Pink for Breast Cancer Awareness in October and donated more than $500 to the Breast Cancer Research Foundation.
Pam Gilmour from our Hunt Valley office had a little FGP help with the Baltimore Walk to End Alzheimer's. Pam and team raised nearly $12,000 for Alzheimer's research.
October 2022 -
Financial Growth Partners is excited to announce the addition of Caroline Morris, CFP®, ChFC®, CLU®, RICP® as Vice President and Wealth Management Advisor. From the moment we met Carrie, we knew she was an immediate core value fit and would play a significant role in the firm's cause of advancing human capital. Welcome Carrie!
Carrie says, "Thrilled to be joining this dynamic team! I built my financial planning practice on being actually different in the industry so when I learned that #actuallydifferent is one of Financial Growth Partners written core values, I knew I had found a special and unique firm. Looking forward to rolling up my sleeves with Matt Vahue, CLF® , William R. Crossan III & Benjamin M. Teichman to grow the firm of the future!"
Financial Growth Partners kicked off its first Launch Pad training program for our Business Development Associates (advisors new to the financial services industry). The collaborative, week-long meeting was held at our Reston, Va., office and included BDAs from our Richmond, Va., Chevy Chase, Md., and Hunt Valley, Md. offices.
Welcome, Alpha 2022 Cohort!
Our next Launch Pad starts Nov 7 in Richmond.
Financial Growth Partners welcomes our new Managing Partners after a firm re-branding. Managing Partners Matt Vahue, CLF® , William R. Crossan III & Benjamin M. Teichman bring an incredible breadth and depth of experience in the financial services field to our clients and advisors.
"The three of us are grateful for the opportunity to redesign and rebuild Financial Growth Partners into one of the region's and nation's top financial planning firms," said Matt Vahue. "We are in a unique 'established, start-up' position where we are privileged to have walked into an organization with tremendous people making a profitable impact in the lives of their clients. And then building upon the establishment with an Actually Different approach to an old and mature profession. Our organization will be filled with highlighters who are constantly in motion and making things happen in a positive and collective way."