We are excited to announce that Vanessa McElwrath, CFP®, CPA has been promoted to partner.
Vanessa joined ML&R Wealth Management in 2013 and is a wealth advisor assisting high net worth individuals, non-profits, and corporate retirement plans to develop long-term investment plans and portfolios designed to help achieve their financials goals and objectives. Vanessa’s expertise is working with private business owners, corporate executives, trustees, and retirees. Vanessa’s responsibilities include aligning families’ investment assets with future liabilities, and coordinating estate planning, tax, insurance and philanthropic strategies. Vanessa is a CPA and a Certified Financial Planner (CFP).