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The Prosperity Consulting Group's Partners Awarded Five Star Wealth Manager Award
Donald N. Hoffman, Donna Gestl and Lauren Rebbel have been named 2016 Five Star Wealth Managers and were featured in the Baltimore Magazine.
By: The Prosperity Consulting Group, LLC
Donald N. Hoffman, MS, CPA, is the President of The Prosperity Consulting Group, LLC. His background as a financial advisor, accountant and business consultant enables his clients to benefit from his experience in the investment, tax, business and retirement planning fields. Drawing on over 35 years of practice, Don’s passion lies in strategically planning for clients’ retirement, diversifying their stock portfolios, guiding them through complex business matters and optimizing long-term success with investment guidance.
Donna Gestl, CFP®, AIF®, is Senior Vice President and a Partner at The Prosperity Consulting Group, LLC. With over 20 years of experience, Donna educates and empowers clients to make the best financial decisions by providing independent advice and financial options. Donna’s belief that clients’ interests always come first has led her to pursue an Accredited Investment Fiduciary certification, providing her with specialized knowledge and application of fiduciary standards.
Lauren Rebbel, CFP®, CDFA®, is a Partner at The Prosperity Consulting Group, LLC. She specializes in working with successful and affluent women, including those who are going through a life-changing transition. Lauren takes the time to listen and understand her clients’ financial objectives and concerns, before delivering advice and offering solutions in concert with clients’ attorneys, tax advisors, bankers, mediators and other trusted advisors.
Donald N. Hoffman, MS, CPA, President of The Prosperity Consulting Group, LLC, says “I feel very fortunate to work every day with some of the most talented Advisors in the industry. It is great to see their hard work is recognized and rewarded. Lauren’s and Donna’s dedication to their clients make them an invaluable asset to our firm.”
The Prosperity Consulting Group, LLC, is a leading Wealth Management Company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families and institutions. The firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business
and Insurance. For more information, please visit our website at https://www.prosperityconsult.com.
Securities offered through Triad Advisors, Inc., Member FINRA/SIPC. Investment advisory services offered through The Prosperity Consulting Group, LLC. The Prosperity Consulting Group, LLC is not affiliated with Triad Advisors, Inc.
Page Updated Last on: Feb 23, 2016