www.kappygross.com
Matthew D. Brotherton, CLTC, president of local financial services firm, 1752 Financial Solutions, is pleased to welcome three new associates, Kappy Gross, CFP®, CLU, ChFC, Sara K. Epps, RP®, and Rachel M. Bryant, who will expand offerings in areas such as:
• 401(k)
• Investment portfolio design and management
• Pre- and post-retirement planning
• Estate planning strategies
As a CERTIFIED FINANCIAL PLANNER™, Gross helps individuals and corporations meet their long-term financial objectives by analyzing the client's financial status and setting a program to achieve that client's goals. Helping to facilitate such programs is Registered Paraplanner, Sara Epps, who provides support to the firm’s financial professionals in assisting with personal financial statements, time value of money, insurance, investments, tax planning, retirement planning, and estate planning strategies. Also assisting with group health and ancillary benefits is Benefits Coordinator, Rachel Bryant.
Due to the recent expansion, Brotherton and 1752 would also like to announce plans to move their office to a new location. 1752’s team of experienced financial professionals has helped individuals and businesses with the accumulation and preservation of wealth for over 11 years. The firm’s recent change demonstrates a commitment to expanding their services throughout the Greater Richmond area. The move relocates the firm to 7100 Forest Avenue, Suite 101, Richmond, Virginia 23226 and as a result, the office phone number will change to 804.283.1920.
