You will be missed, Spencer and Dan!

With the changes in the school year, comes changes at Traditions Wealth Advisors. Spencer Fredericks, financial analyst intern, will be leaving to go to Houston to begin his career at Whitley Penn. Spencer graduated from A&M in May of this year. Spencer has recently successfully completed part 1 of the Chartered Financial Analysis (CFA) certification.  This is quite an honor knowing only 41% pass the first exam! TWA wants to wish Spencer well as he begins a new chapter in the book of life. Further, Dan Galvan worked as an accounting intern this summer. Dan will be completing his degree and will be in the Professional Program in Accounting (PPA) at Texas A&M.  Best of luck in your studies and completing your degree, Dan!

Traditions Wealth Advisors would like to thank these two for their phenomenal work that they did during their time at TWA.

On the flip side, TWA would like to give a big 'howdy' to Jacob Carroll who just completed his summer internship at PIMCO (Pacific Investment Management Company).  Jacob will be working as a financial analyst intern as he completes his degree here at TAMU. Marissa Heffley who worked for TWA last fall and spring will be returning as the accounting intern as she completes her master's and PPA. Marissa spent her summer doing her Professional Program in Accounting (PPA) internship at PwC (PricewaterhouseCoopers) in Ft Worth.  Traditions Wealth Advisors is excited about having Jacob and Marissa (back) on the team!

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