Category: Investments

Author: Tim Courtney

Happy Thanksgiving!

Date: 11/27/19

As the holidays approach, our team at Exencial Wealth Advisors is reminded of how thankful we are for the continued support of our clients, business partners and friends of the firm. You truly inspire us each and every day.

We wish you and your families a wonderful Thanksgiving!

 


About the author

4054781971

tcourtney@exencialwealth.com

Oklahoma City, Ok

Chief Investment Officer

Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs the investment committee. He attained the Certified Investment Management Analyst (CIMA) designation in 2005 a... CLICK HERE TO READ MORE