Client First Capital is Growing

Summer has been an exciting time, and here at Client First Capital, we’ve been busy making some exciting updates to ensure we’re always providing the highest level of service to our clients.

Before we dive into what’s new, I want to take a moment to thank our long-time clients. Your trust, loyalty, and willingness to introduce us to your friends, family, and neighbors is the reason we’ve been able to grow without any paid advertising. We’re truly grateful.

In fact, there’s an important trend in our industry: 35% of people over age 65 will have their primary financial advisor retire over the next five years. That’s a big change for many families. When you make an introduction to our firm, you’re helping someone you care about connect with a fiduciary you already trust—someone who will put their best interests first.

Cheri Turner Earns the CFP® Designation

We’re thrilled to share that Cheri Turner, who joined Client First Capital in 2023, has officially earned her Certified Financial Planner™ designation. The CFP® credential is considered the gold standard in our industry, and it represents Cheri’s commitment to providing expert, ethical, and comprehensive financial planning for our clients. Congratulations, Cheri!

Welcoming Jessica Robinson to the Team

We’re also excited to welcome Jessica Robinson as our new Client Service Associate. Jessica brings over 15 years of experience in financial planning, tax preparation, and client service, with prior roles at both Fidelity and Schwab. Her deep knowledge and commitment to client care will be a tremendous asset as our firm continues to grow. Please watch the video below to learn a little more about Jessica!

A New Chapter for Kamryn Najjar

As part of our growth strategy, Kamryn Najjar will be transitioning into a dedicated operational role, focusing on firm efficiency and expanding our social presence—areas that align perfectly with her long-term goals. Over the next two months, Kamryn and Jessica will work closely together to ensure a seamless transition.

Looking Ahead

These changes are more than just team updates—they reflect our ongoing mission to help build secure family futures by guiding financial legacies across generations. As we work with more of your children and grandchildren, we’ve expanded our team to ensure the same high level of support you’ve come to expect.

If you know someone who may be facing an advisor transition in the coming years or simply wants to work with a fiduciary who puts their needs at the center, we’d be honored to meet them.