AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.

Morrison - Bloom - Whole Child BoardAAFCPAs is excited to announce that Amy Morrison, CPA, Manager, AAFCPAs and Jonathan Bloom, CFP®, Wealth Advisor, AAFCPAs Wealth Management have been appointed and agree to serve on the Board of Directors and Finance Committee at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed to live a happy life in today’s world.  Amy will also serve as co-treasurer of the organization. Amy and Jonathan will donate their time, talent, and expertise to better the strategic goals of the organization and to increase the accessibility of its services to all families who seek their support and empowerment.

Amy and Jonathan will serve as fiduciaries of The Whole Child, and will act as trustees of the organization’s assets exercising due diligence to oversee that the organization is well-managed and that financial stability remains sustainable. They will provide strategic direction and advice on financial aspects of new and existing programs and fundraising initiatives to help steer the organization towards a promising future.

Amy has extensive experience advising sophisticated and diverse nonprofit organizations, including: human & social service providers, behavioral health providers, early education and care (EEC) providers, and federally qualified health centers. Amy serves as a technical resource to clients, providing board and audit committee members with the peace of mind that comes from understanding the financial implications of business decisions.

Jonathan constructs financial strategies which help nonprofit and foundation clients enhance and leverage the use of their assets for short and long-term goals, optimize the services they are able to provide, and further their mission. Read Jonathan Bloom’s full profile. >>

About The Whole Child, Inc.

The Whole Child, Inc., Developmental Resources & Family Empowerment, is a 501(c)(3) Non-Profit Organization designed to be a community resource for children ages 3-18 and their families. Their mission is to support the healthy (physical, social, behavioral, and cognitive) development of children and to empower their families through education, coaching, opportunity, and advocacy.

About the Author

Jonathan Bloom
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.