24 Apr Expanding Our Team and Enhancing Our Service Model
We are in an exciting time of growth at Kathmere Capital, and we are eager to share the latest news from our team. As of March 13, 2023, Alan Wandalowski has joined Kathmere Capital as Chief Planning Officer.
We couldn’t be more thrilled to welcome Alan to our team, and we are confident he will be a tremendous asset, deepening our overall offering, service levels and complete value to you. He brings over 20 years
of experience in estate and tax planning for high net worth families and business owners. Alan is also an attorney by trade, and will provide a critical lens to view the evolving regulatory and tax law landscapes.
We view it as our responsibility to provide you with comprehensive solutions and support for your complete financial life. As such, we will leverage Alan’s insights within our current scope of practice. We are excited about this because it adds a deeper level of advanced planning expertise to our financial advisor teams and will yield a more comprehensive, higher-touch experience for every single client.
We founded Kathmere Capital on the belief that there is a better way to support our clients in building wealth and a lasting financial legacy. Alan’s appointment isn’t just a new face at the firm. It is truly a tangible extension of our founding mission. We are committed to bringing big ideas to bear, including aligning with industry-leading talent and professionals that will allow us to fine tune our process and create a better experience for you.
The addition of Alan to our team will enable us to more effectively and proactively collaborate with other members of your advisory team, namely your tax advisors and estate attorneys.
We will formally introduce Alan to you in the coming weeks. If you have any questions in the meantime, please feel free to reach out to your advisor.
Thank you for your ongoing partnership.