As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth “Liz” Winkle as our new Client Relationship Specialist at Cogent Strategic Wealth.
Whether you’re juggling work and family commitments, coping with the financial implications of an exciting opportunity, or fielding one of life’s many curve balls, know you’re not alone.
After getting over the shock that my 10-year-old had compiled his bucket list before I’d even started mine, I read through it. It made me realize: You’re never too young (or old) to have a bucket list
A fulfilling career is far more than just a money-making machine. Ideally, it’s emotionally and financially rewarding. So, when I’m advising clients on how to make the most of their careers, I draw on my experience as a CERTIFIED FINANCIAL PLANNER™ as well as on my good fortune to have discovered my own true calling.