Indianapolis area retirement and investment planning company Envisioning Financial, Inc. announced today that it has added a new team member: Alicia H. Fisher, a registered paraplanner, who will serve as the company’s administrative assistant.
Fisher, who has a 17-year background in the financial services industry, will help support Envisioning Financial by maintaining and updating client files, coordinating research projects, integrating new technologies and improving efficiencies throughout the organization.
Fisher was originally from the East Coast, but has made Indiana her home for the past 12 years. Prior to joining Envisioning Financial, she worked in various sales and administrative roles for Deerfield Financial Advisors, Inc. (Indianapolis), McDonald & Co. (Indianapolis), Wheat, First, Butcher Singer (Norfolk, Virginia) and American Funds (Norfolk, Virginia). She is a licensed Health and Life Insurance Producer, has received her Indiana Long Term Care Insurance Partnership designation, is a Notary for the State of Indiana, and is currently completing a Bachelor of Arts degree in Education at Marian University.
“Alicia and I worked together at a previous company, so I knew of her qualifications, personality and experience in the financial service field,” said Envisioning Financial President Michael Curtiss, CFP®, MBA, CEBS. “Having Alicia focus on the administrative side of the business will allow me to enhance my customer and client communication, as well as focus on the marketing and business development sides of the business.”
In 2009, Envisioning Financial announced its expansion with the addition of financial planning partner Chris Bailey, in addition to its move to a larger office space at 515 N. Green St., Suite 401, Brownsburg, Indiana.
The company continues to serve Indianapolis area individuals with financial and retirement planning services plus investment and income planning advice. To schedule a complimentary appointment to speak with one of Envisioning Financial’s advisors, or for more information about Envisioning Financial, please visit the website.
About Envisioning Financial
Envisioning Financial, Inc. (envisioningfinancial.com) is a Brownsburg, Indiana-based financial planning and consulting company that offers personal financial and retirement planning assistance and a complete range of investment management strategies, including 1031 real estate exchanges. Securities are offered through Pacific West Securities, Inc. Member FINRA /SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. For more information, visit the website, contact Mike Curtiss at (317) 858-2222, toll-free (866) 858-2211 or email mikec[.]envisioningfinancial.com or contact Chris Bailey at (317) 858-3700; cbailey[.]envisioningfinancial.com.