Good Life has formed a new partnership with Firenze Wealth Management, a Portland, Oregon-based private practice with over 50 years of combined experience in the industry.
Founders Carrie Mullins and Sara Tanner lead the team, which was previously with Foresters Financial. They bring with them three Advisors: Susan Perry, Sierra SwiDrak, and Davis Siliga, one Financial Representative: Kalin Rooney, and five Client Care Specialists: Steven Mahoney, Zia Mareck, Annie Holcombe, Ellie Higbee and Miranda Olson. The advisors at Firenze reported that they managed approximately USD390 million of client brokerage, advisory and retirement plan assets*.
“We are ecstatic to have the Firenze team join our community of advisors at Good Life,” says Conor Delaney, Founder and CEO of Good Life. “Carrie and Sara are natural leaders who were born to be entrepreneurs. We are lucky that they have chosen Good Life as their vehicle to get them there and we are proud of our partnership with LPL. At Good Life we help advisors go into business for themselves, but not by themselves. Together we can provide the support to help achieve success in the independent model.”
“LPL’s culture fits with our values and we believe they are the best choice to help us provide our clients with objective advice in the independent model,” says Tanner. “With LPL we get access to best practice solutions that can promote our growth, and our partnership with Good Life supports our commitment to community outreach. They share our focus to do work that is for the greater good of the community.”
Firenze was hatched during a trip to Florence, Italy in 2017, as the women became inspired by the multifaceted insights that influenced the Renaissance. They take a similar approach to financial guidance, offering holistic financial planning and wealth management services with a focus on education in serving their clients.