Today, I am thrilled to announce some important milestones and changes to my firm. As many of you know, about three years ago, I made the decision to leave the large bank I had been working with to go independent.
I created my own firm so that I could better serve my clients with completely unbiased and objective financial advice. For the past three years, I’ve worked to grow my business, supported by LPL Financial, the nation’s largest independent broker-dealer*.
Now, the firm is stronger than ever and expanding to serve more clients. We’ve recently rebranded to Tartarus Capital Management, with a new look and feel, supported by the same great team at LPL Financial. You’ll notice our updated logo and imagery on our website and throughout our social media profiles.
We will continue to be supported by LPL Financial, which allows us to offer our clients the highest level of service and support. The new brand is designed to give clients and prospects a name they trust to do business with and to refer their friends, family, and coworkers. I hope you enjoy the updated website and connect with us on social media to stay in touch.
Additionally, I am happy to announce our newest team member, Customer Relationship Manager, Erika Dreier. Erika joins the team as a licensed Insurance Specialist. With more than 15 years of experience in the financial industry, Erika takes a consultative approach with our clients to get to know them and be sure their needs are being met. I know you will enjoy working with Erika and benefit from her experience and professionalism.
As always, I am dedicated to serving my clients to the best of my ability and helping you pursue your financial goals. I am currently taking on new clients near Colmar and in the greater Philadelphia area. If you know someone who could use my help, please don’t hesitate to share my information with them. I am never too busy to meet with someone you care about.
If you have any questions about the recent changes or regarding your accounts, please call me at (215) 536-7204. I look forward to many more years of success working with you.
Best,
Thomas Kelly
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.