Laurie Ham, a New Milford, Connecticut resident and a CERTIFIED FINANCIAL PLANNER™ professional with Danbury, Connecticut based Reby Advisors, recently obtained her MBA. Laurie completed all of the requirements necessary to be awarded her Master of Business Administration through Concordia University. Laurie participated in an accelerated twenty-two month program, which encouraged the students to take the theoretical concepts learned and apply them to their everyday work situations. Concordia University was founded in 1893 and is focused on providing an educational experience that is responsive, relevant and real.
Founded in 1985, Reby Advisors’ is a financial planning, wealth management firm that provides Focused Lifestyle Management Services to individuals, institutions, and non-profit organizations. Reby Advisors helps clients prepare for retirement utilizing a four-step process including their proprietary evaluation tool called the Lifestyle Sustainability Scorecard™. The scorecard identifies risk, enabling a comprehensive plan to be created with the goal of maintaining one’s lifestyle throughout retirement and for the rest of their lives. Reby Advisors has been recognized by Barron’s magazine for multiple years as one of the top 1,000 financial advisors* in the United States and the No. 1 independent financial advisor in Western Connecticut.
For people with extremely busy schedules, Reby Advisors invented the online One-Page Wealth Transformation™ (OPWT™). The purpose of the OPWT™ is to provide advice on a few complex challenges that many people face and to create some simple, yet sophisticated recommendations, to meet those challenges in a very time efficient manner.
Reby Advisors headquarters is located at 44 Old Ridgebury, Danbury, Connecticut. Phone 203-790-4949 http://www.rebyadvisors.com. Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory and insurance services offered through Reby Advisors, a registered investment adviser not affiliated with Triad Advisors. *The Top Financial Advisors is a select group of individuals who are screened on a number of different criteria. Among the factors the survey took into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.