We have been working on our new long-term strategic business plan focusing on exceptional client service and growth. We are pleased to announce key organizational changes:
Kathy Oberg has been appointed our new Managing Partner effective April 25, 2016. In addition to continuing to work with her valued clients, she will be responsible for overall management of the firm and day-to-day operations.
Kathy has been with B&A for over 16 years. Her leadership, passion and vision have played a pivotal role in helping grow our organization.
As one of the Founders of B&A Planning Group, Greg Brown, has helped build our twenty-five year track record of success. Amongst his many continued responsibilities, he will be Senior Advisor to the partner group. In addition to providing support during this transition, Greg will help build the momentum behind B&A’s growth strategies while also focusing on a diverse range of clients and projects.
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