Big News for Upperline Financial Planning!

I just got my packet in the mail, and I’ve been named to the Medical Economics magazine list of Top Financial Advisers for Doctors in 2011!  I’ve known about this for a few months, but it’s amazing to see it in print.  I’m the only Financial Planner in New Orleans on the list, and one of only 5 in Louisiana.

I’m really honored to be included in this list of fewer than 200 advisors around the country.  I hope it’s further recognition that we’re doing something unique and valuable here at Upperline, and that we will be doing it for many years to come!

 

 

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