After the isolation of the pandemic, many people wish they could visit organizational headquarters, have conferences, meet face-to-face and share a laugh over a meal again. In particular, independent financial advisors – traditionally more fearful of feeling professionally isolated – hope to meet soon with their partners at super-OSJs, corporate…
READING, PA — November 10th, 2021 — Good Life announces a new partnership with Scott Murray and William Tunink, two West Des Moines, IA-based Wealth Managers with over 55 years of combined experience in the industry. They bring with them two Registered Administrative Assistants: Kristina Harris and Deborah Fuller. “We…
READING, PA — October 19, 2021 — Good Life announces a new partnership with Jeremiah LoCascio, a Pennsylvania-based Financial Advisor joining Good Life Financial Advisors in Reading, PA. Jeremiah brings with him over 10 years of experience in the industry. “Jeremiah is a great reflection of what clients should be…
READING, PA — August 25, 2021 — Good Life Companies, a family of wealth management firms delivering fully supported independence for financial advisors, today welcomed 12 former Waddell & Reed financial advisors to its platform. Based in the Northern Plains, Mountain West and Southeastern United States, the newly recruited financial advisor…
READING, PA — August 17, 2021 — Good Life announces a new partnership with Gabriel Penfield, Founder of Relational Wealth Management in Irmo, SC. Gabriel brings with him over 20 years of experience in the industry. “Good Life has wanted the team at Relational Wealth Management to be a part of…
READING, PA — July 28, 2021 — Good Life announces a new partnership with Brian S. Lethert, CRPC®, Founder and Wealth Advisor at Spitfire Financial Group in Billings, Montana. Brian brings with him over 20 years of industry experience guiding clients through the ever-changing financial landscape. “Brian Lethert’s attention-to-detail and…
READING, PA — June 9, 2021 — Good Life Companies, a family of firms delivering a fully supported independent experience for financial advisors, today announced the launch of its new capabilities as a multi-broker-dealer platform. Going forward, independent financial advisors who affiliate with Good Life Companies can choose among a…
READING, PA — May 27, 2021 — Good Life announces a new partnership with Michael Chapman and Katie Ives, two Fayetteville-based wealth advisors launching a new branch of Good Life Financial Advisors in Fayetteville, NC. Michael and Katie have been partners since 2014 and bring with them over 40 years…
READING, PA – February 26, 2021 – Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, has named Rachel Bashore its Chief Operating Officer, effective immediately. Ms. Bashore’s appointment to this role reflects Good Life’s robust expansion, driven by the firm’s unique focus on the intersection of…
READING, PA — February 1, 2021 — Good Life announces a new partnership with Kevin J. Haffics, CRPC®, AAMS®, a Bridgeville, PA-based financial advisor with 15 years of experience in financial services. Kevin is joining Grandview Wealth Management as a financial advisor and Director of Financial Planning. “We understand that advisors…
