Sensible Financial is committed to offering our clients the best, most current information and advice possible. Our talented professionals are essential to meeting our commitment. We hire capable, motivated people and invest in them, encouraging them to seek formal and informal opportunities for professional growth. This allows them to contribute more to our clients and to the Sensible team as a whole, and to progress in their careers.
It’s always great when our Sensible team members earn promotions, formal recognition of their progress. This month, we get to announce three!
Chuck Luce is now the Chief Compliance Officer and Head of Business Operations.
Chuck recently celebrated 8 years with Sensible Financial. While his compliance duties remain the same, his new title, Head of Business Operations, signifies Chuck’s broader contributions to the infrastructure at Sensible. He has significant responsibilities related to technology, the day-to-day running and equipping of the Sensible office, and the servicing of our clients. Chuck completed his MBA studies at Fitchburg State University in December, earning a Master of Business Administration in Management.
Aimée Plouffe Polley is now a Financial Advisor.
Aimée arrived at Sensible in August of 2021 with a CFP® certification and deep knowledge of client service and operations. Since joining the firm, she has learned Sensible Financial’s approach to planning and significantly expanded her range of advisory experience. Aimée recently authored a newsletter article on the FAFSA (Free Application for Financial Student Aid) Simplification Act. On a personal note, Aimée was married in September 2022.
Marie St. Clare is now a Financial Advisor.
Marie joined Sensible in August of 2020. She dove right into her work and the educational and licensing requirements for her role. She earned her FINRA Series 65 license within months of joining and her CFP® certification in July of 2022. Marie has been working with more senior advisors, learning the best ways to create and present plans to clients. She is an avid learner, often volunteering for challenging tasks. Marie has written several articles on charitable giving and created and led the 20th anniversary 20 Financial Tips project.
These promotions mean both new advisors will have increased responsibility, including more in-depth client work and analysis, and ownership of additional presentation content.