New Company
Cyndeo Wealth Partners
New Position
Chief Growth Officer
New Company Website
Former Company
Dynasty Financial Partners
Former Position
Director, Relationship Management
“I’ve been excited to hit the ground running and see firsthand the enthusiasm from firms and advisors who also recognize Cyndeo as a great destination. There’s a strong pipeline and real momentum, and I’m looking forward to engaging with new advisors while helping our current advisors grow and thrive.” ~ Casey Jorgensen
