Hefren-Tillotson, Inc. is pleased to announce that Patricia John has joined the firm as a Financial Advisor and A. Alan Paulus has joined the firm as Vice President.
“We’re excited about welcoming both Patricia and Alan to the Hefren-Tillotson organization,” says Kim Fleming, President of Hefren-Tillotson. “They bring a wealth of investment expertise to our firm and will be fine additions to the Hefren-Tillotson team.”
Ms. John and Mr. Paulus join a team of investment and financial planning professionals dedicated to helping individuals become and remain financially independent. They will work closely with individual clients, helping them shape and realize their financial goals. Through the development of a MASTERPLAN, Hefren-Tillotson’s exclusive coordinated approach to achieving personal financial goals, they will consolidate individual client’s legal, insurance, investment and tax objectives under one umbrella.
Ms. John and Mr. Paulus have worked together as a team for the past 11 years, recently at Morgan Stanley Smith Barney and previously PNC Investments.