YEARLY ARCHIVES: 2018

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AHC Advisors Awards Ownership Interest to Jorie Pitt

February 7, 2018

AHC Advisors, Inc., a fee-only financial planning and investment advisory firm, today announced that Jorie Pitt, CFP®, has been named principal and shareholder.

Pitt has been with AHC Advisors since 2011, and currently holds the position of Lead Financial Planner. In announcing her new ownership interest, AHC Advisors founder Craig Larsen, CFP®, cited her demonstrated excellence as a financial planner, and her commitment to continually enhancing the service that AHC delivers to its clients.

“I was thrilled to offer this ownership opportunity to a well-deserving employee who has excelled as a financial planner,” Larsen said. “Since day one, Jorie has exhibited a commitment to delivering superior service to our clients, especially those going through a time of transition.”

Larsen, who will continue to lead AHC Advisors as its President, said Pitt’s commitment to clients’ financial well-being, as well as her efforts to continually enhance the service that AHC delivers to its clients, played a key role in his decision to offer her ownership in the firm.

“I am very proud that she has grown into a leader both in the company and in the financial planning industry,” he said. “She is dedicated to helping families and individuals make sound financial decisions, and is expert in helping our clients through times of transition.”

In addition to her role as Lead Financial Planner, Pitt has also held the post of President of the Financial Planning Association of Illinois. She is invited regularly by community organizations and employee groups to share her expertise on a variety of topics.

Pitt is a graduate of the University of Illinois, Champaign, which she attended as a Chick Evans scholarship recipient, and has attained the CERTIFIED FINANCIAL PLANNER™ designation and Series 65 securities license. She is enrolled in training to obtain the Certified Financial Transitionist® (CeFT®) designation.

Pitt said she felt humbled to be awarded an ownership interest.

“I’m fortunate to be a part of a firm that places clients’ goals at the forefront of all the work that we do,” she said. “At AHC, I strive to help people feel good about their money decisions, which in turn directly impacts their ability to live a fulfilling and enjoyable lifestyle. I particularly enjoy working with individuals and couples who are going through a time of transition. I get a lot of satisfaction from helping a client emerge on the other side of their transition with confidence and a fulfilling path forward.”

In addition to holding the post of President of the Financial Planning Association (FPA) of Illinois, Jorie served as director of public awareness and director of finance for the organization. Pitt is also a member of the National Association of Personal Financial Advisors (NAPFA). She is among the CFP® and FPA professionals who offer pro bono advice to Chicagoland residents through activities such as Financial Planning Day, Age Well DuPage, and MoneySmart Week.

About AHC Advisors, Inc.

AHC Advisors, Inc., serves as a partner in clients’ financial freedom through comprehensive wealth management services, and offers expertise in helping its clients through times of transition. As a fiduciary investment advisor registered with the Securities and Exchange Commission, AHC Advisors offers fee-only financial planning and investment advice through its offices in St. Charles, Illinois, and Des Moines, Iowa. For more information, visit the firm’s website at www.ahcadvisors.com.

Contact Information

Jorie Pitt, CFP®

380 S. 1st St.
St. Charles, IL 60174
(630) 762-8185

joriepitt@ahcadvisors.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This material is intended for informational purposes only. It is not intended to provide specific advice or recommendations for any individual.  The views expressed in the material are that of the author and do not necessarily reflect those of any market, regulatory body, State or Federal Agency, or Association. All efforts have been made to report true and accurate information.  The information being delivered today is subject to change without notice. For additional information about AHC Advisors please visit the SEC Website at www.adviserinfo.sec.gov.  For a copy of the firms ADV Part 2 Brochure, please contact us at 630-762-8185 or e-mail at info@ahcadvisors.com.