LPL Financial Advising Firm IWM Partners Expands Firm with the Addition of Administrative Assistant Andrea Ramirez

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Continual growth of the Orange County wealth management firm prompted the hire.

The IWM Partners team

As we continue to grow, our first priority is ensuring that the level of client service remains excellent, and we are confident that Andrea will be an important part of maintaining our current level of service and communication.

The Orange County wealth management firm IWM Partners today announced an expansion of the firm with the hire of new Administrative Assistant Andrea Ramirez. The continual growth of the financial services firm, which has year after year seen an increase in assets under management and a growing client base, prompted the new hire.

Ramirez brings many years of administrative experience to her new role at as an Administrative Assistant at IWM Partners. The additional operations support will help enhance client service and ensure that administrative matters continue to be handled in an efficient and consistent manner.

“We’re delighted to welcome Andrea to the IWM Partners team, and know that her additional support will be a valuable asset to all three of our advisors as well as our clients,” says IWM Partners LPL Financial Advisor Michael Hernandez, CFP®. “As we continue to grow, our first priority is ensuring that the level of client service remains excellent, and we are confident that Andrea will be an important part of maintaining our current level of service and communication.”

The team at wealth management firm IWM Partners now includes three financial advisors, an Operations Manager, a Marketing Associate, and an Administrative Assistant.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County Financial Consultants at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Jade Terry
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