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Planner adds a partner with a view to succession

FWR Staff

3 March 2009

Envisioning Financial's new advisor looks to younger generation of clients. Brownsburg, Ind.-based Envisioning Financial has engaged financial planner Chris Bailey as a partner and, eventually, as a successor to firm founder Michael Curtiss.

"Chris brings an invaluable amount of experience which allows Envisioning to diversify its practice into other areas of financial planning, and thus accommodate a greater number of customers with diverse investment and retirement needs," Curtiss, Envisioning's president. "In addition, because our clients' assets are in our care, my decision to partner with Chris is an initial step in a succession plan for the business."

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