alm first news.

Change for the better: ALM First reorganizes management structure

Reorganization adds depth, better client coverage to financial advisory firm

Dallas, Texas., [Feb. 14, 2008] - ALM First Financial Advisors, LLC, (ALM First) a
fee-based financial advisory firm serving credit unions nationwide since 1995, has
reorganized its executive management, giving co-owners Angela Calvert, Emily Hollis and Tom Manley each the title of Partner. The three bought the company in 2005; and since that time, ALM First has added a number of new and enhanced product offerings, and 18 clients. The company also has upgraded its staff expertise, with five advisors now holding the coveted Chartered Financial Analyst (CFA) designation.

Download the press release.

For media inquiries, contact:
Margot Strong,
Director of Business Development
(800) 752-4628 x-107 • mstrong@almfirst.com

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