An Update on the Insightful Wealth Group Family

As our clients' lives change, so do the faces of Insightful Wealth. We’re thrilled to officially
welcome two new additions to our team - Joni Fast and Donna Fergusson.

Joni

Joni

Joni has taken on the roll as Associate Investment Advisor from Linda McClure, who is currently on leave. We wish Linda well and hope that she will be able to be back with Insightful Wealth Group again one day.

Joni joins us as a CERTIFIED FINANCIAL PLANNER® professional who has substantial experience as an investment executive in the industry. She is excited about her new role and looks forward to getting to know each and every one of our clients. Her financial acumen stands behind the plans we put in place for you, so be rest assured you are in good hands.

Donna

Donna

Donna joins us from the extended HollisWealth family as an Insurance Specialist, and brings financial ingenuity plus sparkle to our team. Her client-first attitude means that your insurance needs are well-taken care of, as well as an education throughout the process.  Her assistance to the Insightful team is proving to be invaluable, and we look forward to her continued success with us.