I am pleased to announce that effective January 1, 2021, Kathleen McQuiggan and Mark Haser have joined me as partners of the firm. Both individuals have contributed a great deal to Artemis’ success in recent years through their hard work, smart counsel and dedication to the firm. They have also shown a keen interest in working with me to continue to grow the firm and so I am delighted to welcome these talented colleagues into the partnership.
Kathleen McQuiggan joined Artemis in 2017. Kathleen dedicates her efforts to the financial planning and investing needs of women, and she leads the firm’s Women and Wealth practice. Kathleen has extensive experience working with women of all walks of life and brings a depth of expertise on the unique planning challenges that women face. Kathleen also focuses on integrating sustainable and responsible investing into client portfolios and advises her clients on how to align their investments with their values.
Mark Haser joined Artemis in 2018. Mark is a Certified Financial Planner™ professional and, as the firm’s Director of Financial Planning, he is responsible for overseeing all planning assumptions and policies. Mark brings a broad range of expertise in areas including retirement planning, insurance needs, tax strategy, investment portfolio design, and education planning. Mark is also passionate about financial education and he leads the firm’s Basics of Personal Finance curriculum and NextGen advisory engagements.
You can read more about Kathleen and Mark on our Team page.