Announcing Our New Team Members!
Archer Investment Management is pleased to announce the newest additions to our team! As an investment management firm, we are always striving to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey towards financial peace. We believe that our new team members will help carry out our mission and leave you with even more confidence that your finances are in good hands!
TRACY COSTELLO, PRACTICE MANAGER
Tracy comes to us with over 20 years of experience working as a practice manager in a law firm, specializing in the areas of trust and foundation administration, domestic and international entity structures, and tax planning and compliance. Tracy is dedicated to guiding clients through the process of evaluating their financial position, setting goals, and implementing plans for financial security. In her free time, you can find Tracy exploring South Austin with her camera.
KELLY GOSIEWSKI, ACCOUNT ADMINISTRATOR
Kelly is our capable and knowledgeable account administrator. She spent 11 years in the U.S. military, and five years working as Director of Administration in the manufacturing industry. She decided to transition to the financial services industry, bringing her experience in operations, accounting, benefits administration, and recordkeeping. She excels at navigating the maze of paperwork required to establish and manage Archer Investment Management’s client accounts. When she’s not taming the paperwork dragon, you can find her involved in community and economic development efforts, serving on tourism and community development committees or volunteering in classes with Junior Achievement with the goal of empowering young people in their own economic success.
At Archer Investment Management, we take pride in developing long-lasting, meaningful client relationships. We offer comprehensive financial strategies for a secure future through a highly tailored and hands-on approach. We believe you will benefit from the passion and expertise Tracy and Kelly bring to our team and we hope you get a chance to welcome them! If you want to experience the difference Archer Investment Management can make in your finances, schedule a free 45-minute introductory phone call today!
About Richard
Richard Archer is a financial advisor and the President of Archer Investment Management with more than 18 years of industry experience. Largely working with successful individuals and couples, he specializes in providing comprehensive investment guidance and personalized care and attention to each client. Along with holding a Bachelor of Science in Economics and a MBA, he is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Financial Analyst®. He combines his advanced industry education and knowledge with his genuine care for people to provide clients with an exceptional experience. To learn more about Richard, connect with him on LinkedIn or visit www.archerim.com.
