Advisers on the Move

Hybrid firm managing $390 million switches from Foresters to LPL

Firenze Wealth Management is based in metro Portland, Ore.

Apr 2, 2019 @ 2:39 pm

By InvestmentNews

Six advisers who managed $390 million in assets at Foresters Financial have created a hybrid firm, Firenze Wealth Management, which has affiliated with LPL as its broker-dealer and custodian.

(More:See more adviser moves in InvestmentNews' Adviser on the Move database.)

The firm, which is based in Tigard, Ore., near Portland, was founded by Carrie Mullins and Sara Tanner. Its name came to them on a 2017 trip to Italy, where they were inspired by the Renaissance art of Florence.

The other advisers making the move are Susan Perry, Sierra Swidrak, Davis Siliga and Kalin Rooney.


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