Flourish Wealth Management Inc.

Jay Pluimer is a financial advisor with Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has been with Flourish Wealth Management since 2016. Outside of his advisory role, he is a co-owner of rental property in California. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach with an emphasis on broadly diversified, low-cost mutual funds and ETFs, and incorporates passive and factor-based strategies alongside client-requested SRI/ESG solutions.

Kathleen Longo is a CFP® professional with 11 years of industry experience. She has been with Flourish Wealth Management, Inc. since 2014. Outside of her advisory role, she co-owns rental property in California. Flourish Wealth Management serves individuals, trusts, foundations, charitable organizations, and businesses with wealth management, investment management, financial planning, and retirement-plan advisory services. The firm employs a buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on broadly diversified, low-cost mutual funds and ETFs, and incorporates passive and factor-based strategies tailored to client needs.

Jaclyn Mercer is a CFP®-certified financial advisor at Flourish Wealth Management Inc. with nine years of industry experience. She previously worked at Ellevest, LPL Financial, and Summit Wealth Management Group. Mercer holds Series 65 and Series 66 licenses and is based in Westlake Village, CA. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based, buy-and-hold investment approach focused on broadly diversified, low-cost mutual funds and ETFs, incorporating passive and factor-based strategies tailored to client needs.

Jayden Shultz is a financial advisor at Flourish Wealth Management Inc. with a Series 65 credential and experience that includes roles at Northwestern Mutual and the University of St. Thomas. He has been with Flourish Wealth Management since 2024. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, and incorporates passive and factor-based strategies tailored to client needs.

Joseph Fenwick is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Hoffmann & Swintek LLC from 2016 to 2020 before joining Flourish Wealth Management in 2020. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based, buy-and-hold investment approach focused on broadly diversified, low-cost mutual funds and ETFs, incorporating asset-allocation modeling and offering SRI/ESG solutions upon client request.