Focus Expands When Firms Join

The Baldwin team will lead the new Focus office in Melbourne, Florida. Wealth Advisors Mary Baldwin, CFP^® and Dottie Bourlier, CFP^®, and their support team, join the firm in the sunshine state.

“We are confident we made the right choice in a partner for investment philosophy, client-first service and firm culture,” said Mary Baldwin. “Dottie and I are energized by having more time to dedicate to our clients with the support of the Focus back office.”

From GreenCourse Financial, Wealth Advisors Dale Lindhorst, CPA, CFP^® and Maryann Vognild, CFP^® and their team join Focus in our St. Louis office. The team was formerly based in Chesterfield, Missouri and helps Focus expand our footprint in our headquarters city.

“We are excited to join a team of like-minded advisors to bring even stronger evidence-based wealth management solutions to our clients,” said Dale Lindhorst. “Becoming part of Focus offers tremendous opportunities to our team and our clients,” explained Maryann Vognild. “The integration into Focus has been an easy process, and we’re happy to officially join the team and move on to the next phase of client service.”

“It is an honor to welcome these experienced advisors to our team, ready to further strengthen our service to clients and impact even more lives,” said Wendy Hartman, president Focus Partners. “The new advisory teams help us expand our reach into Florida and build on long-term client relationships while adding to our bench of industry thought leadership.”

“The Baldwin and GreenCourse teams’ dedication to client service and investment philosophies dovetail perfectly with our core values: Passion to Progress, Passion to Serve, Passion to Do Right,” explains Adam Birenbaum, chairman and CEO of Focus Partners. “We welcome the opportunity to expand our knowledge base and evidence-based investment philosophy by welcoming firms into the Focus family. We are able to meet advisors where they are with our RIA and TAMP solution, expanding their client service opportunities.”

For more information on how Focus partners with top advisors, please visit www.PartnerWithFocus.com.

IRN-20-1209

© 2020 Focus Partners^®