SALISBURY, MD – CFS, Inc. (Comprehensive Financial Solutions) provides personalized solutions to its clients across Delmarva and throughout the United States, including Financial Planning, Small Business Retirement Plans, Tax, Insurance, and Wealth Management.
The recent hires for two new, additional Client Services Associates showcases CFS’ continued growth and commitment to pursue excellent care to its clients. CFS is thrilled to announce its two newest team members; Michelle Hicks and Shanna Hearn. As Client Service Associates they will continue implementing operational procedures while increasing efficiencies.
Michelle Hicks joins the firm with over 14 years in the financial industry and brings a deep understanding of retirement accounts, budgeting and account management. She will be working primarily with Michael Sise, Certified Financial Planner®, ChFC®, CPFA®, AIF®, CRPC®. Originally from Corning, New York, Michelle moved to the shore in 2005 with her husband, Dwayne. They enjoy traveling and visiting their four children and ten grandchildren. Michelle is an avid crafter who enjoys painting, gardening, crocheting, jewelry-making, sewing, wood-working and more!
Shanna Hearn joins the firm with 15 years in the hospitality industry and brings an immense talent in client care and working in a fast-paced environment. Working with Tim Gonzales, Certified Financial Planner®, AAMS®, Shanna has an Associate’s in Business Management. Upon the birth of her son, she decided to make a career change from hospitality to the financial industry. Originally from Delmar, Shanna resides in Salisbury with her family and enjoys the outdoors, spending time with family and friends, and traveling.
We are excited for both new professionals to be part of the CFS Team; they have already brought so many new ideas and have enjoyed getting to know our clients.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.