Sensible Financial is proud to share news of our growth. In 2002, Rick Miller “hung out his shingle” as a single professional. In the intervening twenty years, we’ve become a full-fledged financial planning firm of 16 people — and a branch in San Diego! Of course, new clients have been essential to our growth, but we’d never have gotten this far without our team. They’re a smart, dedicated, and talented group and we’ve been fortunate to find and keep them. And since growing as a company also means helping our employees grow professionally, we’re always happy to report when an advisor or a member of the operations team earns their CFP® certification or a promotion. This year we recognize the professional growth of five Sensible team members.
Laura Williams, CFP®, ChSNC®, started with Sensible in 2014 as an Associate Financial Advisor and has earned a promotion to Senior Financial Advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Laura also has a Chartered Special Needs Consultant® (ChSNC®) designation from the American College of Financial Services.
Chris Andrysiak, MBA, CFP®, who began with Sensible in 2017, is now a Senior Financial Advisor as well as Senior Director of Strategy for the firm. He had a long, prestigious career with Braxton/Deloitte Consulting, Goldman Sachs, and Fidelity before joining us. Chris not only works with clients, but also spends time guiding Sensible’s strategizing about the future.
Edward Samp, CFA® Charterholder, is Sensible Financial’s primary trader and has just become Trader and Associate Portfolio Manager. Managing portfolios is a new endeavor for Edward, but since he joined Sensible in 2016, he’s proven his ability to learn new tasks quickly and well.
You may have read about Marina Cekani’s foray into trading in an earlier article. Now, she’s officially an Operations Analyst and Assistant Trader. She started work during a challenging time (2020) and had only one month in the office before remote work began. Marina has proven to be a hard-working team member who loves learning new things.
Chuck Luce also has a promotion and a new title, Operations Group Lead and Chief Compliance Officer. Chuck came to Sensible in 2015 and has been instrumental in managing and streamlining the onboarding and general operations processes ever since. His understanding of legal and regulatory issues has also made him the go-to person for compliance within the firm.
These five individuals, along with the rest of the team, many of whom we’ve highlighted in the past, make Sensible the firm it is. We’re proud of every one of them and pleased to watch them grow as Sensible grows.